So the daydreaming is over and retirement is months, weeks or even days away. If this is you, then you are in the right place!

If you are like most retirees, you are feeling excited and nervous, even anxious, all at the same time. Don’t worry… we have your back. We have a lot of experience helping people make this transition and can quickly get you ready to retire.

Whether you’ve prepared for this day for 40+ years or haven’t really given it a thought until now, there’s a lot you can do to make your retirement the best it can be. The truth is, retirees have a lot of responsibility to ensure the money they have accumulated over their entire life is handled properly. Considering that there is the potential to be retired nearly as long as you were working, it’s important to make smart decisions.

If you are like other retirees we work with, we know that you want to cover your bases and make sure you have thought of everything before you make the retirement transition.



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Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through AE Wealth Management (“AEWM”), a registered investment advisor. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, AEWM and MAS are not affiliated entities.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements.

Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.

This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Our firm is not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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