Your Retirement Roadmap

Jun 29, 2023

Dana and Brad discuss building a personal retirement plan as well as life insurance.

  • It is a good idea to speak with a retirement planner to make sure that your plan for retirement is feasible and optimized to your individual needs
  • Life insurance has multiple uses other than paying out in the case of someone passing away, such as being able to take out loans or even use it as collateral at a financial institution

Download our FREE helpful resource, “Will Your Money Last as Long as You Do?

*”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.



Will Your Money Last As Long As You Do?

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