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Step Seven - Estate Planning
Example
Prepare an Adequate Estate Plan 18

When it comes to providing for your family’s future—not having an estate plan in place can prove very costly. A lifetime of hard work and savings can be decimated following your death if you don’t have a proper estate plan in place. By setting up an estate plan now, you’ll protect what you have, and enjoy the peace of mind of knowing your loved ones will be well cared for after you’re gone.



Federal Financial Group is here to help you reach your financial goals. If you’ve been thinking about planning for the future, now is the time to start. Time is on your side—but only if you begin now!





Example
Years Until Retirement

This chart dramatically illustrates how much money must be put away monthly in order to reach a million dollars—depending on the amount of years until retirement. The sample figures assume an annual rate of return of 10% interest. 20


What To Do Next

After meeting with your FFG Associate, you’ll be ready to begin applying your Financial Needs Analysis to meet your objectives.

Follow-up visits with your FFG Associate will help keep you on the road to financial freedom.

Keep FFG abreast of your successes and feel free to consult with FFG now and in the future in your pursuit of financial independence.

Investment Risk Disclaimer
18 Estate Planning should always include consultation with a qualified attorney or other professional knowledgeable in estate planning. FFG does not give legal or tax advice related to estate planning.

19 Consult your personal tax professional for advice regarding estate tax and other tax matters, including current tax rates.

20 All figures are for illustration purposes and are not representative of any particular financial product. The chart does not reflect the inherent performance risks or fees associated with actual products and does not indicate future performance.
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