Grow and Preserve Your Wealth to Pursue the Lifestyle You Want in Retirement
Learn How to Vet and Hire a Certified Financial Planner who Specializes in Helping Pre-Retirees and Retirees Successfully Navigate the Challenges of 21st-Century Retirement Planning
Due to the many roles I have held as a financial advisor, I feel that I am up for the job of helping you pursue financial freedom. I am a Functional Retirement Advisor (FRA) who is committed to taking a holistic approach to planning your financial future — one who values your personal goals and needs along with the reality of your finances.
Hiring a Functional Retirement Advisor is one of the most important decisions you’ll ever make. My book, Retirement Success, can help you choose the right FRA to guide you in your retirement planning, help grow your wealth, and preserve your nest egg.
Enter your email address to receive a complimentary copy of the eBook by email.
We’ll also send you our monthly newsletter as well as invitations to educational seminars conducted by experts in Social Security, Estate Planning, and more!
We promise never to share your contact information and never to spam you, ever! You will get valuable information about planning for and managing your one best financial life. And, you can opt-out at any time.
Or, if you prefer a hard copy of the book, you can get it at Amazon