Your Retirement Roadmap - IUL Booklet Report - Ken DuBose
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<strong>Your</strong> Personal <strong>Retirement</strong> <strong>Roadmap</strong><br />
A MESSAGE FROM<br />
YOUR ADVISOR<br />
Dear Bill & Susan,<br />
We at RBA Financial Services have been helping individuals and couples<br />
just like yourself retire successfully for over two decades. We have over<br />
100 years of combined retirement planning experience. We want you to<br />
feel confident that you have received the very best advice that’s best for<br />
you. We also want you to know that our advice and this report has been<br />
prepared with careful thought and best practices in mind. Below, you will<br />
find my team who helps serve as my back office support.<br />
Before we go forward, I want you to feel confident in our approach and our<br />
team at RBA Financial Services. With the financial crisis of 2008, not one<br />
our clients lost a single penny due to the Market going down. In these uncertain<br />
times, you can feel confidence with an approach that gives you<br />
good upside growth when an Index like the S&P 500 is doing well, but just<br />
as importantly this Indexed approach guarantees absolutely no losses in a<br />
down Market.<br />
Once again, I appreciate the opportunity to be of service and provide the<br />
very best wealth strategies to you.<br />
Sincerely,<br />
<strong>Ken</strong> <strong>DuBose</strong><br />
RBA Financial Services<br />
(949) 395-2050<br />
CA Insurance Lic. # 0687831<br />
www.rbafinancialservices.com<br />
kendubose@rbafinancialservices.com<br />
MEET OUR TEAM<br />
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