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
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Retirement is waiting. Let us help you prepare for your retirement dreams.

Sarah Flora & Mike DiPaula

Flora & DiPaula Wealth Partners

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.

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.

Content prepared by Snappy Kraken. 05/24-3574091C