We certainly hope you enjoyed taking our class Guide to Retirement Planning.  We hope you are well and have remained safe during these most difficult times. At the conclusion of class, you indicated interest in coming into our office for a complementary consultation.   The consultation offers the opportunity to answer any question you have concerning your own finances, which we could not properly address in a class setting.

Due to the COVID-19 pandemic, we have been meeting with clients virtually.  We are gradually welcoming clients back into our office, if they feel comfortable doing so. CDC questions are asked when appointments are scheduled.  Upon arrival, your temperature is taken, health guidelines are discussed once more. Face Masks are worn, our office is thoroughly disinfected after each client leaves.  Rest assured; we are actively promoting a safe environment in our office.

We hope you are still interested in improving your financial status and being properly prepared for retirement.  Remember our goal is to help you maintain your lifestyle, as you define it, for the rest of your life without ever worrying about your money running out.  

During this pandemic our clients have reminded us of the success Logan and I sought to accomplish with them:  the confidence that their Financial Life Plan, which is stress tested to withstand a 30% drop in the market every five years, gives them tremendous peace of mind. Hence, “this too shall pass”.

Should you have further questions concerning our complementary consultation, please send them along.   We sincerely hope you have not forgotten our four concepts:

1) 82% of Americans do not know what they’re talking about concerning financial affairs.
2) Everything you buy today, will cost you more tomorrow.
3) Human nature is always a failed investor.
4) Your Financial Life Plan.

If you’re ready to schedule your Complimentary Consultation, please contact Loretta at (210) 702-3961.

Step into the ring

If you’re ready to take the next step in your financial journey, now is your moment. Reach out! Together we’ll take the title!

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Cornermen Financial is independently owned & operated. Cornermen Financial is not a registered financial services company. Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Futurity First insurance Group (FFIG) and Sequent Planning are wholly owned subsidiaries of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning. This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site. Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm's information on these websites by searching for Sequent Planning or by our firm CRD number 160381