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Retirement Checklist

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Thank you for your interest!

We believe in keeping our clients informed, so as a thank you, we would like to provide a copy of the Retirement Income Checklist. This informational brochure covers:

  • Health care and long-term care expenses
  • Housing plans
  • The potential impact of inflation
  • Social Security benefits
  • Taxes in retirement
  • Distribution strategies
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Your Retirement Income Checklist

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For more information about our firm, or to schedule time to discuss your financial future, visit our website or call 888.678.EFG1 (3341).

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Evans Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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