401(k) Reviews & Lost Policies
June 1, 2013
Dear Friends and Family,
We offer complimentary 401(k) reviews. Send us your current investments and fund options—we’ll help align them to your goals.
Let’s talk about the big picture:
- Retirement and savings goals
- Insurance needs
- College planning
- Tax optimization
- Debt payoff strategies
Reminder: Clearly communicate where all your accounts and policies are stored. $1 billion in life insurance remains unclaimed. Don’t let that happen in your family.
Sincerely,
Katz Family Financial