Creating Peace
Of Mind in Retirement
~ Rhett Wood, Mark Rose
Moving from your working years into your retirement years will be an adventure. This can be time of unknown pitfalls or it can be a time of complete enjoyment. The first and perhaps most crucial step in your transition is selecting a financial professional to help guide you through the process. You should choose an advisor who is obligated to do what is best for you and your family. At Retirement Income Strategies and Investment Strategies, our mission is to provide each client with financial peace of mind. As fiduciaries, we achieve this mission by creating and updating a comprehensive, customized retirement plan called a Retirement Income Plan. This book is designed to illustrate the importance of creating this strategic, thoughtful plan for your financial future and explain our process of working with clients to enjoy your Retirement Adventure to the fullest.
Peace & Possibilities
Creating Peace of Mind in Retirement
~ Rhett Wood, Mark Rose
This book will show you the importance of creating a strategic, thoughtful plan for your financial future and explain our process of working with clients.
Financial peace of mind in retirement is not achieved by accumulating assets. Rather, it is achieved by establishing sustainable income streams that are sufficient to maintain your standard of living. The first and perhaps most crucial step in your planning process is selecting a financial professional. You should choose an advisor who is obligated to a fiduciary standard and who must do what is best for you and your family. At Retirement Solutions and Investment Strategies, our mission is to provide each client with financial peace of mind. As fiduciaries, we achieve this mission by creating and updating a comprehensive, customized retirement plan called a Lifetime Income & Growth Plan. This book will show you the importance of creating this strategic, thoughtful plan for your financial future and explain our process of working with clients.