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Resources for Retiring Well

THE ELEMENTS OF RETIREMENT SELF-ASSESSMENT

No matter how successful you have been, there are always areas that could use some improvement. Think about your health, work, money, and relationships. We have identified 10 elements of life in retirement to consider. Where are you currently thriving, and where are you merely surviving? What parts of your life have you ignored in order to focus your attention elsewhere? What areas could you use your wealth to help improve? 
The Elements of Retirement Self-Assessment

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3 STEPS TO RETIRING WELL

  1. Schedule a 30-minute conversation.
  2. Have a listening session.
  3. Develop a custom plan.

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Meet the Retiring Well Specialists

charlie_jordan_2015

CHARLIE JORDAN, CPA, CFP®, CEFT®
Practice Area Leader, Retiring Well | Lead Advisor
Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.

 

chase_mouchet

CHASE MOUCHET, CFP®, CIMA®
Wealth Advisor
Chase brings thoughtful listening and planning skills and a devotion to maximizing the impact of wealth for our clients.