Trying to decide if you should Retire NOW?

Retirement is a BIG decision.

For a lot of people,

the hardest question is surprisingly simple:

Can I afford to retire now?

The BLESSED Retirement Framework

You may have saved diligently for years, but that doesn't necessarily make the decision easy.

There are a lot of moving pieces—and getting one of them wrong can affect the others.

That's why I created the BLESSED Retirement Framework.

It helps us look at seven important areas that can help you determine whether you're ready to retire now—or whether waiting may make more sense.

B — Budget

What will retirement actually cost?

L — Legacy

What do you want to leave behind?

E — Estate Planning Strategies

Is everything structured the way you want it?

S — Social Security

When and how should you claim?

S — Savings & Investments

How should your assets be positioned for retirement?

E — Earnings & Income

Where will your retirement income come from?

D — Dream Retirement

What are you actually retiring to?

Schedule Your Call

Retirement is about more than a number.

A BLESSED retirement isn't just about how much money you've accumulated....It's about wisely stewarding what you have

and having a plan for what comes next.

If you're wondering whether now is the right time to retire, I'd be happy to talk with you.

Schedule a no-cost introductory call below, and let's start working through the question together.

Determine if you're ready

Wondering if you're truly ready to retire?

Download our BLESSED Retirement Guide to discover the seven areas we believe every retirement plan should address — from income and investments to taxes, healthcare, estate planning, and the life you want to live.

Get my BLESSED Retirement Guide

No cost. No obligation.

Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Clients Excel and CreativeOne Wealth are unaffiliated entities.

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. 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.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

*Testimonials are based on differentiated experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Clients Excel. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.

ARE-15157 | 23122-2023/6/16

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