Schedule your FREE Retirement Strategy Assessment™
Get a 2nd Opinion so you can relax with 100% confidence that you’re on track to transition to the retirement you’ve earned
You’ve spent decades saving.
You should get to spend your retirement years doing what you want to do, not what you have to do.
When you achieve total financial independence, you can choose to:
- Avoid frigid New England winters and enjoy a healthy, warm climate (without worrying if you have enough)
- Play 36 holes of golf on a Wednesday (without taking a sick day)
- Take that month-long dream trip (without requesting vacation time)
- Continue to work because you still love it, not because you have to
- Help your grandchildren with their college costs (knowing it won’t jeopardize your lifestyle)
Schedule Today
**Zoom option available: Experience the benefits from the comfort of your home or office.
Simply provide us with your name, email address, and telephone number where you can be reached between 8:00 a.m. and 5:00 p.m. A Relaxing Retirement Coach team member will contact you shortly to arrange a convenient time for your FREE Retirement Strategy Assessment™.
Helping dedicated savers transition to a life free of paycheck dependence.
Bridge the gap between new ideas, strategies, and your intentions and the financial confidence to experience the life you’ve earned
For over 30 years, we’ve guided our members away from reactive anxiety and towards focused certainty.
When you’re confident about your financial choices, you can relax and enjoy what you’ve worked so hard to save. In your FREE 2nd Opinion Retirement Strategy Assessment™:
- We’ll get to know you, your unique circumstances, and your priorities.
- We’ll help you identify any costly mistakes you may be making and opportunities you may be missing out on.
- We’ll help you objectively determine if you are on the right track so you can make the educated decisions necessary for a successful and relaxing retirement experience.
At the end of your FREE Retirement Strategy Assessment, you will receive our Retirement Confidence Creator Tools Guide which includes The Retirement Timeline™, Retirement Income Predictor™, Lifestyle Cost Estimator™, and The Retirement Bucket™. These tools reduce complexity and increase your confidence, easing your transition.
As a FREE bonus, you will also receive our What-to-Do-When-I’m-No Longer-Here Checklist. This helps your family know where everything is, who to call, and what to do which will remove an enormous burden left behind for your family.
If you’re a dedicated saver between the age of 55 and 65, we find it virtually impossible that your Retirement Strategy Assessment™ won’t be a phenomenal investment of your time.
That’s why we’re willing to provide you with this unconditional guarantee:
Retirement Strategy Assessment™ Guarantee
You’ve worked hard and saved diligently for decades. You deserve to transition to your post-paycheck life with financial confidence.
