Robert Sweiss

What's your idea of financial security?

 
 
Robert Sweiss
773-498-7339
Chicago, IL
 
Saturday, November 1, 2014

The Power of the Plan

The Power of the Plan

Grow your own way…with a free, customized Financial Security Plan.

What are your financial goals?

  • To live comfortably?
  • Buy a bigger home?
  • Take care of your family if you die?
  • Put your kids through college?
  • Retire early with plenty of cash?

Whether you’re just starting out or edging closer to retirement, if you haven’t figured out how to reach your financial goals, the time to start is now.

 

Doug and Sheila

Just starting out?

You may have something in common with Doug and Sheila – they’ve got a couple little ones and a new home. But they’re freaking out – because what they don’t have is a plan for the future. Check out their dilemma! Will they live happily ever after?

 


Jason and Vanessa

Life passing like a speeding train?

Jason and Vanessa can’t believe how quickly their kids are growing up – and retirement doesn’t seem nearly as far off as it used to. They need a plan today.  See what they’re stressing about. Will they get it together?

 

 

It’s not too late!

It’s never too late to start planning for the future you really want. But if you don’t have a plan yet – or aren’t sure the one you have is good enough – start planning right now.
COUNTRY FinancialŪ can help with a free, customized Financial Security Plan.

There’s no cost and no obligation. 

We’ll ask you questions and help you develop a plan based on your goals and needs. We want you to walk away with solid information and peace of mind that you can achieve the financial future you want.  

What’s the first step?

Contact me online or call me to set up a time to meet. COUNTRY will do the rest.

NOT FDIC-INSURED
May lose value
No bank guarantee

Investment management, retirement, trust and planning services provided by COUNTRY Trust BankŪ. Please see our Terms and Conditions for more information about COUNTRY Trust BankŪ and its affiliates.