ARE YOU READY TO RETIRE?

We offer our clients a no-cost, no-obligation unique award-winning retirement program called Ready-2-Retire. In about 15 minutes Ready-2-Retire will help you visualize your retirement in a whole new way - you'll be able to create a personal retirement profile that you can easily reference whenever you need to make decisions about your retirement! ​

Most people today are not aware of the financial necessities they need to acquire for a long happy retirement. The "Ready-2-Retire" application is a simple, interactive, fun way to think about your retirement. This app is consumer friendly it helps the pre-retiree think about what kind of lifestyle they are looking for in retirement. This is not your traditional retirement assessment approach about numbers and budgeting, it's more of how you see your life.

First step of the app is called "Start Your Plan: Retirement Activities", this section is an interactive, drag and drop interface where the client drags pictures of things, he/she would like to see himself doing in retirement, such as traveling, activities, location etc. This new idea of lifestyle vs. ROI communicates with clients that the advisors care more about their lifestyle, goals, emotional happiness than they do about products, which is extremely powerful and important.​

Ready-2-Retire, won a silver award from Horizon Interactive Awards in the category of educational mobile apps for 2011.

Click the button below to start your journey towards a brighter financial plan.