Broker Check

Retirement: Ready or Not? 

Retirement Simplified - Position A:

Position A is a term we use to describe a financial position where you will be able "to maintain your standard of living now until life expectancy, without running out of money". There are 4 key questions in which the answers will tell you exactly where you are in relationship to Position A. This brief video shares some ideas to consider and will list the 4 questions. We are happy to provide the answers with no obligation.   

Get The Answers

Get The Answers

We believe that everyone should know if they are in Position A and what they need to do to get there. The answers to the 4 questions are like GPS coordinates that tell you exactly how to navigate the path forward. It only takes about 10 minutes to provide the answers based on your situation. Click the button below to schedule a 15 minute online meeting and we will gladly provide the answers with no obligation. 

Additional Retirement Resources


9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
Learn More
A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Learn More
Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
Learn More

Have a Question?

Thank you!
Oops!