Retirement Income Planning
Step 1: Building a budget, then comparing it to your Social Security and Pensions
Retirement Investment & Tax Planning
Step 2: Giving your money purpose and keep the most you can from the government.
Retirement Insurance Planning
Step 3: Choosing the right healthcare plan, protecting your moneys from the nursing home
We help pre-retirees, and retirees get the retirement they deserve by using our 4 step Retirement Formula. This community page is for those that are within five years of retirement, and those who are currently retired. All our information comes from people just like you, who have similar concerns, and frustrations. We want to give you the basics so you can turn that dream retirement into more than a dream but a plan. When you have your plan, you will have clarity and peace of mind going into your retirement. Let’s face it this is something we know you might not want to do, but you know its something that you need to do. By planning you will reaffirm those decisions you might have been thinking of, or give you new ideas and options.
Which leads you here to us, to help guide you in your financial retirement for years to come. Retirement Planning Education is what we do all day, every day and truly enjoy helping people. We know if you do the best with what you have. Then you can have fun and enjoy your time with the ones you love. You have worked hard at a job for many years, and you deserve the payoff. 😉
Your education is the key to your success, let us show you the way. Retirement isn’t a product or an idea; it’s a plan. Retirement is a simple math equation, not an age. For those of you that aren’t math people, it’s easier than you think. For those of you that are math people, you will enjoy some good ole fashion problem-solving. To begin your journey click the GET STARTED NOW button below to get going. Are you still reading? Well, what are you waiting for?