Retiring in the next few years?

Your Checklist for Navigating Retirement

Reference for your journey to a work-free life.

Inside this FREE guide, you’ll discover:

  • 22 critical questions that could change the course of your retirement
  • Commonly overlooked “danger zones” in retirement strategy
  • Steps to take in the years leading up to your work-free life
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Freedom is waiting. Let’s make this next adventure your best yet.”

Joshua Escalante Troesh, CFP® | MBA

Purposeful Strategic Partners

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This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.