Simple Steps to Succes

First wisdom, then wealth
Retirement options and strategies can be overwhelming

Many people travel through life without ever creating a financial plan. They may be "too busy" or think it's "too complicated." However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.

First wisdom, then wealth
What will be taught?
Importance of a Plan
In Simplify Your Retirement, Stephen Stricklin addresses the importance of having a plan and freedom from financial worries through his Five Principles of Financial Planning.
What will be taught?
Steps to A solid Retirement Plan
Follow These Steps
1. No investment decisions outside the context of the plan.
2. The plan determines the products.
3. Don't let portfolios take a HIT (health care, inflation, taxes)
4. Protect the income; grow the rest
5. Financial peace comes from having a plan
Steps to A solid Retirement Plan
Personalized Income plan
Knowledge is Power
You will learn about considerations as they pertain to retirement, including income planning, health care costs, long-term care, inflation, taxes, market volatility and other personal concerns.

Additionally, the course addresses reasons why some retirees run out of money, along with options for drawing Social Security, defining core priorities and developing reliable retirement income. Upon completion of the course, attendees will receive a complimentary, personalized retirement income plan analysis invitation from the course instructor.

Personalized Income plan

Take the Next Step Toward
Planning Your Ideal Retirement

We'll be with you every step of the way.