Straight Talk for Retirement Success

This two-part retirement workshop will provide the basis for you to complete a financial health self-assessment. Topics include:

  • Investment strategies to generate risk adjusted returns in unstable markets and take advantage of high-growth cyclical sectors
  • Protecting your capital; and legally minimizing your taxes before and during retirement
  • Dealing with lump sums of money
  • Contingency plans to protect your nest egg
  • Planning for aging & illness for you and family members

Part 1:

Part 2:

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Book an intro call with us.

We’re friendly and won’t pressure you into anything.  We’ll help you assess if we’re a fit, and answer any of your burning questions.