INSTANT DOWNLOAD
Your Financial Pathway for Retirement
The Road to Getting and Staying Retired
When you reach that phase in life when every day is like Saturday, how much can you spend? Brett Shunkwiler tackles that oh-so-important question and others in his first book, “Your Financial Pathway for Retirement: The Road to Getting and Staying Retired.” While discussing the five parts of his Pathway for Retirement™ plan — income, investment, tax, health care and legacy planning — Brett also addresses:
- The go-go, slow-go and no-go phases of retirement
- The importance of volatility control
- Tax-exempt conversions that might make sense for you
- Alternatives for funding long-term care
Need More Info? Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more…
Need More Info?
Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more…
INSTANT DOWNLOAD
Wondering How to Create Income in Retirement?
Download this four-page guide that addresses common misconceptions to help you decide if an annuity might be right for you, including:
- What you need to know to understand annuities
- Why savings alone may not be enough for your retirement
- How annuity withdrawal options work
Assurance and security provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
Get to Know Our Team
It is our mission to help individuals and families accomplish their ideal retirements.
MEET OUR FOUNDER
It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder
SERVICES WE OFFER
Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More
Get to Know Our Team
It is our mission to help individuals and families accomplish their ideal retirements.
MEET OUR FOUNDER
It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder
SERVICES WE OFFER
Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More
