- Season of Life -

Retirement Planning

Video Transcribe

Congratulations you’re getting ready to retire. I am so excited for you, but I also want to encourage you to keep in mind you are entering a new phase of your life. Full of seasons, different seasons during retirement. What do I mean? Well, you’ve been in the accumulation phase, now you’re starting to look at the preservation phase.

If you aren’t, you need to be. How do you preserve your assets so that you never run out of money? How do you create income for the rest of your life? How do you distribute that throughout your retirement years in the most tax efficient way possible?

Lastly, how do you transfer what is left on your retirement to your loved ones and your charities in the most efficient and why is this way possible? Ultimately your retirement is a new lease on life. Under new terms. It’s on your terms of whether you want to go fishing every day, you want to garden, you want to spoil the grandkids rotten.

Whatever that looks like for you. The point is, if you plan properly, you can make that a reality and live with the confidence in knowing that my financial well-being is sound and strong. That I can live on my terms and have Peace of Mind doing it. I can sleep good at night and enjoy my retirement years.

So, my hope for you, is that you will take the opportunity click the link below, grab the free report that we’re offering. Put your information in we’ll get it right out to you. It’s to give you a guide on retiring with more tax efficient dollars and income that you can never outlive. So click the link below, I look forward to talking to you soon.

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College Planning

  • Scholarships
  • Cash Protection
  • Cash Growth
  • Start sooner than later

Eliminate Debt

  • Mortgage
  • Care
  • Credit Cards
  • Personal Loans
  • College Debt

Protection Planning

  • Health Care
  • Critical Illness
  • Cancer
  • Mortgage Insurance
  • Life Insurance
  • Disability Income

Retirement Planning

  • Accumulate
  • Preserve
  • Distribute
  • Transfer
  • Tax Free Retirement
  • Lifetime Income

Social Security

  • How to Sign Up
  • Most Effective Time to Sign Up


  • How to Sign Up
  • When to Sign Up
  • What Supplement
  • What RX Plans

Long-Term Planning

  • Where to Receive Care
  • How to Not go Broke in a Nursing Home
  • Assets Allocated to Pay for Care

End of Life Planning

  • Funeral Planning
  • Wealth Transfer
  • Charitable Giving

Not sure what stage you are in?

Sometimes topics on finances can be tough to understand. We want to bring simplicity and clarity to where you are and help you plan to get you where you want to be.

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