Experiencing a Life Transition?

People in transition often call on a financial advisor for assistance. Here are a few examples of events or life circumstances that may call for the services of a financial advisor.

Anyone

  • Retirement
  • Rollover of a retirement plan
  • Death of a spouse, parent or close family member
  • Inheritance

Retiree

  • Receipt of IRA rollover assets
  • CD matures
  • Bonds called
  • CD rates drop

Senior Executive or Sales Executive

  • New job
  • Major promotion
  • Large bonus or commission check
  • Exercise of stock options

Business Owners

  • Sale of your business or practice
  • Sale of a major capital asset
  • Merger
  • Death of a partner

Worry Less. Live More.

If you are experiencing one of these life transitions and would like to schedule some time to discuss your situation, we encourage you to contact us today to arrange a visit.

You are invited to our free workshops

February 27, 2020 - Noon and 5:30 p.m.

The Debt Strategy Solution

March 31, 2020 - Noon and 5:30 p.m.

Wealth Building Cornerstones: Your Retirement Blueprint

April 30, 2020 - Noon and 5:30 p.m.

How to Invest So You Can Worry Less and Live More in Retirement

May 21, 2020 - Noon and 5:30 p.m.

The Debt Strategy Solution

June 30, 2020 - Noon and 5:30 p.m.

Wealth Building Cornerstones: Your Retirement Blueprint

Are You Ready to Get Started?

Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.

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Make the most of life by making the most of your financial resources.

Address

500 East Reynolds Drive,
Ruston, Louisiana 71270

Phone

318-251-5800

Email

info@argentadvisors.com

Facebook

@argentadvisorsruston

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