{first_name}, 

If you're like me, you've worked all your life, and at some point you hope to call it quits.

Maybe you've worked for a long time, but you've still got it in you to go a while longer. That's ok -- in fact that's great! But it doesn't take long for those years to roll on.

Whether you plan to retire now or years from now, if you're over 55, it's time to start thinking about how it might all play out.

Trips to Paris? Time spent volunteering at church4, or with the grandkids?

Whatever you're thinking, now's the time to start talking strategy to make it happen. I'd like to help you create a plan to

• protect what you have
• keep as much as you can away from the tax man
• have enough to last a lifetime.

Why don't we talk it over?

Give me a call today at 240-544-6800.

 {email_signature}