Feeling a Little Out of Water with Your Retirement Plans?

• What if my investments aren't really aligned with my goals?
• What if I'm missing out on key strategies to make my money last?
• What if I'm not saving enough?

At University Financial Strategies, we get it. As your trusted Fee-Only CFP® in Raleigh, we're here to help you "get your ducks in a row" (we couldn't resist!).

That's why we're offering a FREE 3 ½ Minute Retirement Assessment for our Super Duper Duck Splash supporters! In just a few minutes, you'll gain valuable insights into where you stand on your retirement journey.

Ready to see where you stand? Click here for your FREE Retirement Assessment: https://us.planswell.com/en-US/discovery/adv-mark-18

Once you've completed your assessment, we'd love to offer you a complimentary virtual consultation via Zoom to review your results and answer any questions you have.

Want personalized guidance? Mention "Duckrace" when you book a Free Initial Financial Coaching Session with one of our Ramsey Preferred Financial Coaches: https://calendly.com/getaplan/fpucoach

As Rotarians and proud sponsors of the Super Duper Duck Splash benefiting the Boys & Girls Club of Wake Forest, we believe in empowering our community – both financially and through supporting great causes.

Join us at the Meet in the Street festival on May 3rd to cheer on the ducks!

Learn more about how we can help you achieve your financial goals: https://retirementbabysteps.com