Financial resources help you pursue the life, goals, needs, and opportunities that you have.

Retirement Success: Hiring Your Functional Retirement Advisor eBook

This book guides you step-by-step on how to identify the Functional Retirement Advisor (FRA) that is right for you.
What You’ll Learn:

  • The one investing discipline every legitimate FRA practices
  • Techniques to define your retirement vision & how to calculate “Your Number”
  • The one question to ask your FRA that no one ever asks
  • How an FRA saves you from the mainstream financial news tsunami
  • How to spot problematic personality traits of a retirement advisor before it becomes an issue

Your “Second” Life: Retirement Planning Workbook

This comprehensive workbook guides you through the process of developing a vision and a strategy for making your retirement the best time of your life! After all, if you don’t know what you are retiring to, it’s impossible to determine how much money you will need in retirement. The workbook covers topics such as:
What You’ll Learn:

  • Your second life, planning for the next phase
  • Vision and core values in retirement
  • Healthy Aging & Retirement
  • Balancing leisure in retirement
  • Creating financial comfort in retirement


lilfestyle retirement plan