Start planning your Retirement today and plan to ....
In this ebook guide, you’ll learn important retirement facts, that many advisors don’t share, that will determine your financial happiness in retirement. The book covers more than just saving money and covers how to manage market and life risks that can wipe out your retirement. Life happens and we’ll guide you to dialing in the optimal retirement so you can move forward with confidence.
Get a copy of the FREE e-book and start planning your happy retirement today. Put the FUN back in planning for your retirement.
A guide to creating a financially happy retirement.
Everyone wants to retire happy but not everyone will. If you leave it up to chance you are risking your financial future and happiness in retirement. Learn how to take control of your retirement and let us guide you to creating a financially happy retirement.
Are you a public employee with a pension? You need to know the details of your pension or risk not achieving your retirement goals. Many public employees and teacher pensions are getting cut short and grossly underfunded.
If you are a small business owner or self-employed this book highlights retirement plans & strategies that are used by the wealthy to maximize your retirement savings and minimize your taxes. Unfortunately, many advisors won’t share this with you because they don’t get paid on it.
Special section in the e-book and workshop for Public Employees with a pension and Small Business Owners. Important information you need to know that can affect your retirement savings.
Download the free Retire Happy Planning Guide and or sign up for our free virtual workshop.
Who this is for? Everyone can benefit from the e-book and workshop, but we provided information specifically for public employees with a pension, small business owners, and self-employed individuals. You fall into that category where your retirement is not the typical employee with a 401K. You have unique circumstances, that many advisors don’t know or share, that need to be taken into consideration to secure a financially happy retirement.
WHAT YOU WILL LEARN
Focus | Goals | Plan
Foucs on the important lifestyle and financial goals to create the retirement you dream of.
Avoid Costly Mistakes
Avoid mistakes that jeopordize your retirment plan and how to easily monitor and adjust your plan.
Get a deep dive plan analysis that identifies risk, gaps, and funding rquirements to achieve your goals.
Address Your Concerns
Identify and address your concerns so you can mange them with little suprises when you retire.
Learn to Navigate
Navigate the complexity of retirement to create a plan that provides you with confidence.
Consider all Strategies
Know strategies that many advisors don't know or won't share that are used by the rich.
When you have a solid foundation, the sky is the limit!
We believe to create that solid foundation and a happy retirement requires you to be in control. After all, it is your future retirement we are talking about.
There are many strategies and solutions that the typical advisor doesn’t know or won’t share because it doesn’t benefit them. Our goal is to create awareness of all the retirement and protection solutions that are available so can choose which is right for you.
When you work with our financial professionals you are not a number. No 800# to dial not knowing who you will get on the phone. When you become our client you have direct line access to your financial professional – your personal Retire Happy Guide.
Below are a just few retirement facts that are the reason you need to take control of your retirement today.
- US Debt – $30 Trillion – Real-time debt clock: https://www.usdebtclock.org
- 2022 Inflation 7% and rising.
- US median home prices are at an all-time high.
- If you experience a 20% loss you need to achieve 25% gains to restore the loss.
- Based on historical returns of the S&P 500 Index over the past 40 years, a loss of 35% will require several years to recover.
- 64% of Americans are not prepared for retirement — and 48% don’t care
- #1 reason people file for bankruptcy is due to medical expenses and 72% of people had some form of medical insurance.
- Almost one in four American cancer survivors said they struggled to pay medical bills, according to a new CDC report, and one-third have worried about their out-of-pocket medical costs.