Which Side of Retirement Do You Want To Be On?

Published on: May 21, 2022

Senior Partner and Co-Owner Pete Benson and CEO, Senior Partner, and Co-Owner Jon Maxson are joined by Brian Wilson to discuss:

  • What are the two sides of retirement?
  • How do you get your money to work for you?
  • Why is it important to have passive income in retirement?

Are you getting ready to retire but aren’t sure if you have enough money saved? Navigating retirement numbers can be complicated, and you’ve worked hard to get to where you are. You deserve the largest amount possible to enjoy in your retirement years.

Schedule a call today to get your FREE FINANCIAL PLAN CHECKUP!

This Financial Plan Checkup will give you:

  • Tax analysis
  • Income Analysis
  • Social Security Analysis
  • Fee and Risk Report
  • Portfolio Stress Test

We are excited to give you this checkup at no cost and no obligation!

Don’t lose any more time and get your FREE FINANCIAL PLAN CHECKUP today!

You can also download our FREE INCOME PLANNING CHECKLIST to see which areas you need to cover to have a truly comprehensive retirement plan.

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