Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
Jeffrey Bendis - LPL Financial
Assisting individuals and businesses with Comprehensive Retirement Planning, Wealth Management, Coordinating Estate Planning, Tax Efficient Investing, and Managing Financial Risk in Seven Fields, PA.
Contact Us
-
Phone:(724) 602-0307
Mobile: (412) 916-1212
- E-mail address: jeffrey.bendis@lpl.com
40% of U.S. workers have saved
less than $25,000 for retirement.*
*2019 Retirement
Confidence Survey, EBRI
Only 42% of Americans know how
much money to save for retirement.*
*2019 Retirement Confidence Survey, EBRI
43% of retirees left
the workforce earlier
than planned.*
*2019 Retirement
Confidence Survey, EBRI