The Ultimate Checklist for Navigating Retirement

Inside this FREE guide, you will:

Explore 22 critical questions that could change the course of your retirement
Learn how the latest retirement regulations may impact your current retirement plan
Uncover commonly overlooked “danger zones” in your current strategy
Discover the steps to take in the years leading up to your work-free life

Does your financial strategy line up with your tax strategy?

That’s where we come in. Take control of your retirement. Schedule your phone call with a fiduciary financial planner to get started!

The Retirement Playbook

Request a copy of the book now to learn insightful strategies that you can use to develop your Retirement Playbook and protect your retirement from the forces that await.

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In today's changing world of retirement, not only must you weather the volatility of stock and bond markets, you must also protect yourself against the taxes that await your nest egg, the soaring cost of custodial health care, and the uncertainty of Social Security.

BUY ON AMAZON!

If you have money in a 401(k), 403(b), or IRA, you could stand to lose far more than you think to federal and state taxes. In this book, we detail not only the threats you face, but strategies that can free your retirement savings and Social Security benefits from the grip of the IRS.