Another Kind of Independence Day

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July 4th is a big day in our country’s history:  Independence Day.  It’s the day we told the Brits we were going to be our own country.  We haven’t looked back since.

Since July 4th is a day of celebration and spending time with our friends and family, I’ll keep this short and sweet.

Why not pick a day and make it your Financial Independence Day?  Here’s what I mean.

I believe that financial independence in retirement starts with your retirement income.  Your income should be there for you always, no matter how long you live.  A good portion of it should be guaranteed.

It means not having to worry about being a burden on friends and family.  It means enjoying what you have so you can spend time with the ones you love on your terms.

It means freedom from constant stress and worry.

So pick a day this summer and make it your Financial Independence Day.


Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat.

Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help. Use the calendar below to schedule a 15 minute introductory call directly with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.


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