Work-Optional Income

“Will I outlive my savings?”

Regardless of what goal(s) you are trying to achieve, we have invested nearly 30 years in developing a process for clients to clearly communicate their goal(s), prioritize, implement, monitor, and achieve & maintain their success. Transforming their anxiety to achieve a work optional life into anticipation.

Work-Optional Number – instead of answering an endless number of questions about investment account balances, budgets, cash flow analysis, rates of return. We make it quick & easy.

   1. We simplify all the parts of your unique goal into one number

   2. It’s easy to understand:

  • if your Work-Optional Number is > 90, you have arrived at your destination.

  • If your Work-Optional Number is < 95, we will provide you with a guided path to achieve a Work-Optional Number > 95.

Our work doesn’t stop at this point, your Work-Optional Number must be monitored and realigned to maintain your goal. We will provide you the guidance to help ensure that you will sleep well at night.

Unique Transparent Benefits: With your Work-Optional Number, you can now easily track your goal(s).

  • Your Work-Optional Number is easy to remember

  • We monitor your Work-Optional Number progress quarterly to help ensure you that you remain on track or contact you when to make an adjustment along the way to put you back on track.

  • Turning anxiety into anticipation allow clients to focus on more important activities: Family, Occupation, Recreation

Start the process to discover your Work-Optional Number today and 'Replace Your Anxiety with Anticipation'!

© 2020 by ePersonal Financial, LLC

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ePersonal Financial to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

ePersonal Financial is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory Services offered through Sowell Management Services, a registered investment advisor. Please be advised that all email sent to or from Sowell Management email systems are subject to archiving, monitoring and/or review as required by the Securities and Exchange Commission (SEC). Please be reminded that this is an unsecured email service and should not be used for sending confidential or sensitive information such as social security number, account number or any other personal or financial information in the content of the email.