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"MAKING YOUR PORTFOLIO AS BULLETPROOF AS HUMANLY POSSIBLE" Working with Geiger Wealth you can uncover any weaknesses in your current portfolio and make a plan to address them so your portfolio is as “bulletproof” as possible. The first step in our retirement planning process is to deeply understand your needs now and in retirement. What would you like to accomplish with your portfolio? What is your biggest concern right now and when you look to the future? What have you done before and what was your experience? What is your current situation? When would you like to retire? How would you like to live in retirement? We’ll also discuss what a pre-retirement portfolio should look like and why so you’re prepared for challenges or unexpected events: What are the challenges you may face in retirement? How could you get into trouble during retirement? What tools should you use to build a portfolio that’s as close to bulletproof as is humanly possible? Bill Geiger and Geiger Wealth - Chicago's Retirement Planning Experts. Plan your retirement ... with confidence. https://geigerwealth.com/ 1900 Spring Road, Suite 104 Oak Brook, IL 60523 (630) 866-6900 1(800) 681-2498