resources
If you’re in your 50s and 60s and starting to think more seriously about retirement, it’s completely normal to have questions. Will I have enough? When should I take Social Security? How do I make my savings last?
We have heard these questions during initial client meetings, and we get it— retirement is a big transition. That’s why we’ve created these free resources— to give you clear, honest answers and to help you feel more confident about the road ahead.
Your roadmap to retirement:
5 Actionable Steps to Secure Your Future
Are you ready to take control of your retirement? This quick guide walks you through 5 essential steps to help you take the reins. Practical. straight-forward, and designed for those nearing retirement— this roadmap helps you move from uncertainty to clarity.
8 questions every confident retiree can answer
What separates a confident retiree from the rest? Clarity.
This resource walks you through 8 key questions that can make or break your existing retirement plan. We’ll break down the decisions that too many people delay until it’s too late, so you can retire confidently and on your own terms.
5 things that separate elite advisors from the rest
Not all financial advisors are created equal. As you approach retirement, the stakes are too high to settle for average advice. As former wholesalers, we’ve worked directly with over 2,000 active financial advisors, and we’ve found 5 key indicators that set elite advisors apart.
Whether you’re already working with an advisor or just beginning your search, this resource will help you spot the difference between one-size-fits-all, generic planning (with incentivized product sales to boot!) and real retirement expertise.