Pathway to Retirement
$499 per month for 5 months
Strategy for making the most of your freedom
You’re newly retired, or you’re preparing to retire. How do your finances line up with this new chapter in your life? The Pathway to Retirement is an effective planning process for making the most of what you’ve accumulated during your working years. It’s also a way to ensure that your money lasts while you enjoy what's meaningful to you. A comprehensive financial plan is included.
It’s worth taking time to get things in order. With Pathway to Retirement, you get a professional on your team to help with this process. There’s nothing like the assistance of an expert who has your best interests at heart! We’ll start by talking about your goals and dreams. We’ll discuss how your retirement resources can help you reach them. Our conversations will also cover Social Security, retirement income, long-term care insurance and more.
Take advantage of the Pathway to Retirement for your freedom years: