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Do You Have a Retirement Sherpa?

8/16/2016

 
For those looking for the ultimate bucket list item and life achievement, climbing Mount Everest often tops the list. Those who successfully scale Mount Everest join a small and select group, and their photos of themselves at the summit are often among their most prized possessions.

Getting to the top, though, is only half the battle. Once there, you still have to get back down. That’s no easy task. In fact, more people die on the way down Mount Everest than on the way up.
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Sir Edmund Hillary was the first to successfully ascend and descend Everest, but many believe that another man, George Mallory, actually reached the summit years before. His body was found in repelling gear and with a picture indicating that he’d reached the summit. Those signs suggest he made it to the top and was on his way down when he met his demise.

What made the difference between Sir Edmund Hillary and George Mallory? Hillary used a Sherpa to guide his journey. Mallory did not. The Sherpa was a local who had unique knowledge and experience with the mountain, so he could help Hillary minimize risk and make informed decisions.

What does this have to do with your finances and your retirement? Check out the video above, and then contact us at Carstens Financial Group. Having the right Sherpa could make all the difference in helping you live a comfortable, enjoyable and secure retirement.

​This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. This information has been provided by a Licensed Insurance Professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

15963 - 2016/8/4

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    Kirt Carstens

    Carstens Financial Group focuses on providing comprehensive asset management, estate planning and life insurance solutions. Allow us to help you secure your financial future.

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Kirt Carstens, CLU, ChFC
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This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor.  Carstens Financial Group and CreativeOne Securities, LLC are not affiliated.
​
This information has been provided by a Licensed Insurance Professional and does not necessarily represent the views of the presenting insurance professional.  The statements and opinions expressed are those of the author and are subject to change at any time.  All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 

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  • Home
  • About Us
    • Pro-Am
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Long-Term Care
    • Estate Preservation
    • Securities
  • Resources
  • Blog
  • Contact