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Free Retirement Checklist

If you're within 5 years of retirement, there are a handful of easy "thought exercises" you must do that can make or break your retirement plans. These exercises are even more critical now that we're dealing with COVID-19-driven market volatility and a probable recession. 

You’ll see how powerful these are in a second.

The problem is, many people put them off, thinking, “I’ll get to that later … it doesn’t matter right now.”

Years later, they finally make the time to address them because they have no choice. By then, it’s often too late.

Don’t fall into that trap.

See, I’ve found there are 3 essential pillars to a successful retirement plan.

The sooner you address these 3 pillars, the better prepared you’ll be for a successful retirement.

I’m sure you’re wondering what these 3 pillars are, and if your retirement plan includes them.

To help you answer that question, I put together this quick checklist and guide that I highly recommend you read.

I'm passing along the updated version that will help you understand how the new SECURE Act (effective Jan. 1, 2020) may impact your current retirement plan.

You can download your copy for free by clicking below.

The 3 Pillars of Successful Retirement Plans: A Simple Checklist to Kick-Start Your New Work-Free Life

Here’s a taste of what’s inside:

  • Learn the 24 critical questions you need to ask yourself
  • Uncover commonly overlooked “blind spots” from your current retirement plan
  • Discover the steps you need to take during the years leading up to your work-free life!

I hope that this quick read sparks an “aha!” moment to help you craft a truly enjoyable retirement lifestyle.

Remember, the sooner you prepare, the better positioned you’ll be for retirement.

Download your free copy now and go through it by yourself or with your loved ones.

After you read it, please feel free to reach out with any questions or insights that you have.

I really enjoy hearing the “aha” moments and helping people bring their retirement dreams to life.

Download Now: The 3 Pillars of Successful Retirement Plans: A Simple Checklist to Kick-Start Your New Work-Free Life 

To crafting your retirement!

If you will like to discuss your retirement, we offer a FREE retirement analysis. See below for details. 


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We know the process of finding a financial planner can be overwhelming. That is why we provide a FREE retirement analysis. 

We believe that it will help you make an informed decision about hiring the right advisor.

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