Retiring in the next few years? This is your MUST READ.

The Ultimate Checklist for Navigating Retirement

Reference this on your journey toward a work-free life.

Inside this no-cost guide, you'll discover:

  • 22 crucial questions that could change the course of your retirement
  • Commonly overlooked "danger zones" that could exist in your current strategy
  • The steps to take in the years leading up to your work-free life
READ NOW
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" Freedom is waiting. Let's make this next adventure your best yet."

Gerry Dougherty

Boston Independence Group

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https://www.bostonindependencegroup.com/

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gerry@bostonindependencegroup.com

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(877) 772-1776

Risk Disclosure: 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. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

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.

Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.

​Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period 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 products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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Your answers to these 22 questions could define your retirement lifestyle. See what they are now.

NO-COST GUIDE

We never spam. By clicking this button, you consent to be contacted by Gerry Dougherty by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.

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Are you prepared for your best adventure yet?

The Ultimate Checklist for Navigating Retirement

NO-COST GUIDE

We never spam. By clicking this button, you consent to be contacted by Gerry Dougherty by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.