Schedule your FREE Retirement Strategy Assessment™
This is the first step toward the kind of financial confidence that brings total financial independence.
You’ve spent decades saving.
You should get to spend the second phase of your life doing what you want to do, not what you have to do.
When you achieve total financial independence, you can choose to:
- Continue to work because you still love it, not because you have 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)
- Help your grandchildren with their college costs (knowing it won’t jeopardize your lifestyle)
Schedule Today
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 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 assurance.
When you’re confident about your financial choices, you can relax and enjoy what you’ve worked so hard to save. In your FREE 60-minute Retirement Strategy Assessment™:
- We’ll review key strategies we’ve developed during 30+ years of hands-on experience.
- We’ll break down these strategies so you can see in black and white areas where you’re on track and areas where you may be missing the mark.
- We’ll cover dozens of mistakes we’ve witnessed others make over the years – that you too could be making – which could throw you off course and force you to have to make cutbacks in your lifestyle.
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 58 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.
