With the current economic situation in the United States, financial and retirement planning is more important than ever before. Putting together those plans though aren't simple.
One has to determine what level of income they need to live the lifestyle they want. What about future medical costs? Where should I put my money now so that it is there when I need it?
Ask Natalie First sits down with Ryan Malloch, Senior Vice President of Innovative Investment Services to get the answers to those questions and much more.
IIS is a diversified, financial services firm founded for the sole purpose of helping business owners & Individuals successfully retire. We specialize in integrated, tax-qualified retirement plan design, implementation and administration. Working with nationally known investment and insurance firms, we tailor plans to exactly meet each client’s objectives and goals.
Through our affiliation with the Financial Educators Network we offer a comprehensive approach to employers and organizations interested in providing financial education for their employees and members. As a training and education company, we assist you with delivering safe and effective financial education programs with over 18 years of experience providing quality financial education programs for over 500 national organizations.