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Have you considered what it will take to not only retire, but realize your retirement goals? You may have aspirations of enjoying the finer things in life when you retire—and we can help you set the appropriate goals to get there.

When planning for retirement, ask yourself:

  • What percentage of my current income level will I require in my retirement years?
  • Who will be financially dependent on me in my retirement years? My parents? My children?
  • At what age do I plan to retire?
  • How much do I currently contribute to my retirement plans?
  • How effective is the asset allocation model I am using for my retirement assets?
  • Where will retirement income come from if my spouse or I are alone (divorced, widowed)?
  • What legacy do I want to pass on to my loved ones?

Whether you have a retirement plan that needs revising or you’re ready for a fresh start, our financial advisors can help you plan for the most common retirement challenges and devise an approach that’s best suited to your goals and current financial capacity. 


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Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.
Method 10(R) is property of 1st Global Capital Corp. 2018.  All Rights Reserved.
 We currently have individuals licensed to offer securities in the states of
California, Colorado, Florida, Indiana, Kentucky, Massachusetts, Minnesota,
Nevada, New York, North Carolina, Ohio, Texas, Virginia and Wisconsin.
This is not an offer to sell securities in any other state or jurisdiction.

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130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030

Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC


Check the background of this financial professional on FINRA's BrokerCheck.