THE 210 STORY

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Curious about our Retirement Blueprint Financial Review? After our first conversation together, you'll learn:

Exactly where you stand

We'll examine your current strategy, looking at your portfolio, savings and goals.

How well you're protected

Using our Retirement Blueprint process as a model, we'll see how well you're equipped to address 5 important areas of retirement.

Where to go next

Together, we’ll decide how to move forward.

DOES YOUR PORTFOLIO HAVE TOO MUCH RISK?Or not enough?

Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our Riskalyze tool!

210 Financial and AE Wealth Management, LLC and Riskalyze are not affiliated companies. 210 Financial and AE Wealth Management, LLC cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.

Attend a Live Event

Attend one of our informational events to learn more about retirement income strategies, wealth management and more.

UPCOMING EVENTS:

February 27
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Bloomington, IL
February 28
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Bloomington, IL

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Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of 210 Financial is stated or implied. Retirement Blueprint with Phil Cooper Featuring Kendall's Corner is a paid placement.
The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.

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Catch Retirement Blueprint with Phil Cooper Featuring Kendall's Corner
on Week 25

Sundays at 10AM

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.