Congratulations on taking another critical step in securing your financial future!
WHAT TO DO NEXT...COMPLIMENTARY TAX-EFFICIENT RETIREMENT PLAN
As a gift for registering for my Tax-Efficient Retirement Class, I am offering you an opportunity to request a Complimentary Tax-Efficient Retirement Plan in the next 3 days because retirement is about...
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Taking that second vacation instead of giving it a second thought.
✅ Planning a room renovation with confidence instead of planning it with doubt.
✅ Spending time with your family instead of worrying about how much you’re spending.
You’ve worked hard and done all the right things to plan for your retirement.
Our planning process will help uncover the secrets to potentially keeping more of your hard-earned money in retirement.
THIS IS AN EXTENSION OF THE CLASS...
We will build two retirement plans.
Here is where you are now; and here's what happens if you implement the strategies we discuss in the class.
Then you can execute on your own, or if you don't want to do this on your own, you can always ask for our help afterwards.
There is no cost, no obligation.
Just choose a day/time below to schedule a 45-minute strategy session to get started.
WHAT WE WILL PROVIDE...
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Your Current Plan as it sits today.
✅ Retirement Income & Withdrawal Strategies (including Social Security)
✅ Tax Planning Analysis (including Roth Conversions)
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Your Risk Analysis for your Investment Portfolio
✅ Suggested Asset Allocation
It is important to us that you receive far more value than the time and effort required of you, and that you walk away from the process with clarity and confidence in your retirement plan. Therefore, even our complimentary retirement plan is an in-depth process.
OUR COMPLIMENTARY RETIREMENT PLAN PROCESS...
✅ Introductory Strategy Session (Zoom Call)
✅ Data Gathering
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"Get Organized" Meeting
✅ Plan Analysis and Design
✅ "Recommendations" Meeting
✅ Then you can implement it on your Own
