Retirement + Pre-Retirement
Retirement planning starts with your vision
Making smart financial choices will shape your retirement lifestyle, during all stages of your career. Dreaming of something specific in your retirement? Let’s create a way to make that scenario possible.
Many people find thinking about the future and their finances stressful, but you don’t need to navigate retirement planning alone. Let’s build a retirement plan together at our in-person workshop.
“Financial Planning is like taking a trip. First you need to choose your destination. Then you can plan the important stops and prepare for any unexpected events.”
Christopher E. DiStefano
Will your retirement plan work for your future?
Take a minute to ask yourself…
Join Our Workshop
With 30+ years of experience, experts Christopher E. DiStefano, CFP®, CLTC and Jack Yvon, CLU®, MBA, will help you take the reins of your financial future.
This workshop is specifically aimed at making you a knowledgeable part of your future planning. As a team, we can help get you on the path to achieving your retirement goals.
Here’s how we’ll help plan your retirement goals:
Where do you want to be in the future?
Lifestyle, location, and timeline are all important things to consider when planning for the future.
What is your current financial state?
Knowing the foundation helps give an idea of what steps have already been taken and which we need to consider.
What is the legacy or future you want to cultivate?
Let’s plan for your retirement goals, life milestones, and how to work around potential obstacles.
