Retiring in the next few years? This is your MUST READ.
The Ultimate Checklist TO HELP NAVIGATE Retirement
Reference this on your journey toward a work-free life.
Inside this FREE guide, you'll discover:
- 22 important questions that could change the course of your retirement
- Commonly overlooked "danger zones" in your current strategy
- The steps you could take in the years leading up to your work-free life
Retirement is waiting. Let us help you prepare for your retirement dreams.
Mike Douglas, MBA, CFP®
LifePlan Financial Design
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Content prepared by Snappy Kraken.
We are an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Michael B. Douglas offers investment advisory services through Stewards Wealth Planning, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Michael is a Investment Advisory Representative and Stewards Wealth Planning, ,LLC is a Registered Investment Advisory Firm.
It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This guide is provided for informational purposes only; it is not designed as advice for an individual's personal situation. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.
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Your answers to these 22 questions could define your retirement lifestyle. See what they are now.
FREE GUIDE
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Are you prepared for your NEXT adventure?
The Ultimate Checklist TO HELP NAVIGATE Retirement
FREE GUIDE
We never spam. By clicking this button, you consent to be contacted by Mike Douglas, MBA, CFP® by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.