6 STEPS TO A SUCCESSFUL RETIREMENT

Good, Common-Sense Advice To Make The Most Of Your Retirement.

Elliot Kallen

Retirement Planner, Wealth Advisor, Registered Principal

We all want happiness, health, and wealth in our sunset years. In this guide, I'll share 6 practical, actionable planning tips for a successful retirement.


You're retiring soon. Now what?

No more 9 to 5 means you get a fresh start on your next chapter of life. I’ll tell you how to thrive in your best years ahead.

1.

Set The Right Goals

When we talk about retirement and all the moving parts, we have to establish exactly what we'd like to accomplish in our next venture in life.

2.

Solve For Cashflow

It's not about the pool of money or assets you have at retirement; it's how these assets convert to monthly cashflow to meet your needs.

3.

Prioritize Your Well-Being

Set yourself up for a happy retirement by taking proactive steps towards improving your physical and mental health.

4.

Invest Intelligently

Diversification is the name of the game. And if it's money, it's personal. Find a trusted Financial Professional who can be your financial life coach.

About Elliot Kallen

I'm the President of Prosperity Financial Group in San Ramon, California. I've spent the last 25 years helping pre-retirees and retirees, just like you, fulfill their dream retirement vision. I've written this free guide to help you plan for a successful retirement. I hope you'll find it helpful.

What are you waiting for?

Let’s Improve Your Retirement!

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