7 steps to planning for a happy retirement

ARE YOU PREPARED FOR RETIREMENT?

As a CFP® professional for 20+ years, I’ve helped countless individuals over 55 achieve the happy retirement they deserve. Download our guide to start planning your

stress-free future today.

My Name Is Tim Goodwin and ...

LET MY TEAM AND I GUIDE YOUR JOURNEY TO FINANCIAL FREEDOM.

Planning for retirement can be overwhelming, especially if you're over 55 and unsure if you have enough saved. Our guide will remind you to focus on what really matters to ensure a happy retirement.

20+ years guiding individuals to a secure retirement.

Helped hundreds of individuals aged 55+ plan for retirement.

Expertise in handling $750,000+ in investable assets.

Your Challenge

YOU ASPIRE TO A HAPPY AND FULFILLING RETIREMENT

I understand the worry. It's not easy to plan for retirement, especially when you're not sure if your savings will last. What's stopping you from ensuring a happy retirement?

Symptom #1

YOU'RE ANXIOUS ABOUT YOUR POST-RETIREMENT LIFESTYLE

You're worried that your current savings won't support the lifestyle you desire post-retirement.

Symptom #1

YOU'RE ANXIOUS ABOUT YOUR POST-RETIREMENT LIFESTYLE

You're worried that your current savings won't support the lifestyle you desire post-retirement.

Symptom #2

YOU'RE UNSURE ABOUT YOUR FINANCIAL DECISIONS

You're constantly second-guessing your financial choices and are unsure if you're on the right track. You wish you had a roadmap to guide your financial journey.

Symptom #3

YOU'RE OVERWHELMED BY RETIREMENT PLANNING

The complexity of retirement planning is overwhelming, and you're unsure where to begin.

Symptom #3

YOU'RE OVERWHELMED BY RETIREMENT PLANNING

The complexity of retirement planning is overwhelming, and you're unsure where to begin.

SECURE YOUR FUTURE TODAY

Your Remedy ...

ENSURE A HAPPY RETIREMENT WITH OUR EXPERT GUIDANCE

You can continue to be uncertain about your future ... OR ... you can rely on our guidance to ensure a financially secure retirement. If you want a happy retirement, let us guide you as your team of wealth advisors.