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Create The Stress-Free Retirement You Deserve!

book-1

Get On Track To Achieve Your
Dream Retirement

In this must-have book for those planning their retirement, you’ll learn:

  • How to make your retirement transition
    a smooth one

  • Where the right guidance cultivates confidence –
    and success – in the retirement planning game

  • How to dispel the anxiety connected to
    retirement planning (it’s very common!)

  • Methods for creating income streams that can
    confidently fuel your desired lifestyle

  • How to develop an unvarnished view of the
    choices before you

Learn How To View The Road To Retirement—Clearly

You’re probably someone who’s close enough to retirement that you’ve finally decided it’s time to get serious—time to start dotting some i’s and crossing some t’s. You may feel anxious or wonder if you’ve waited too long. But don’t panic!

Wherever you are on this journey, there’s still time to address what really matters, and whatever your situation may be, you can still get to where you need to go. With the right guidance and planning, you can feel a great deal more confident about the road ahead.

Moreover, with the right thinking processes, strategies and tools, there’s a chance you can realize some dramatic improvements, even if there’s a relatively short time left between now and your retirement. In fact, it’s likely that with just a few sophisticated tweaks, you’ll see that you’re a lot further along on your retirement planning glidepath than you realize.

In this book, you’ll discover:
  • How to transform your desires for retirement into prudent action

  • What changes in your portfolio will be needed to shift from a growth mode into one of preservation

  • Some of the most effective means of converting capital into sustainable and reliable income flows

  • When and under what circumstances you should begin accessing Social Security benefits

  • The role of insurance in a retirement and wealth preservation strategy

A Personal Note From Scott Warner…

You’ve been working hard all your life. You may be a professional, a tradesperson or an entrepreneur. You may be single, married or divorced.

Whatever your circumstances, you’re coming to the realization that the days of earning a steady income are nearing an end. It’s a huge shift. You’re no longer going to be getting up for work each morning or watching a spouse head off to work. You’re going to shift from accumulating assets to consumption.

And it’s something you’ve been aware would happen. All along, you knew that saving for retirement was something you needed to do. So maybe you’ve maxed out your 401k, paid off a home mortgage, or perhaps you’ve got only a few more years left on the note. Perhaps you have life insurance, and you’ve been paying into Social Security for some 35 to 40 years or even more.

With everything that’s been going on in your life, it’s been easy to focus elsewhere. You haven’t felt the need to dig any deeper to get a clear sounding on how your finances are going to play out when retirement becomes a reality. After all, why would you need to know that yet? Retirement is still decades away…

…until it’s just a few years away. And now you need someone who can help you with the needed course corrections and essential actions.

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About Scott Warner

Scott Warner is the Financial Guide to Those Approaching or Already in Retirement. A wealth management professional who understands that a successful retirement doesn’t take place by accident, Scott takes the planning phase of retirement to a whole new level.

On the financial planning side, Scott knows that soon-to-be retirees will be undergoing a profound transformation. For the past 30 to 40 years, their focus has been growth—wealth accumulation. With retirement, the focus necessarily shifts from growth to consumption and even more importantly—wealth preservation.

For people who have spent their working lives building wealth, this will be a significant paradigm shift, requiring a change not only in strategy but also in mindset. Instead of a pure focus on returns and growth, prospective retirees must consider cashflow, security, inflation-resistance and related objectives.

Retirement planning and execution requires someone with experience, and that’s where Scott Warner comes in. Scott is that retirement professional, and he absolutely revels in helping people achieve their retirement goals.

book-2

Get On Track To Achieve Your
Dream Retirement

In this must-have book for those planning their retirement, you’ll learn:

  • How to make your retirement transition
    a smooth one

  • Where the right guidance cultivates confidence –
    and success – in the retirement planning game

  • How to dispel the anxiety connected to
    retirement planning (it’s very common!)

  • Methods for creating income streams that can
    confidently fuel your desired lifestyle

  • How to develop an unvarnished view of the
    choices before you

Investing involves risk including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Life Design Financial. Life Design Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Life Design Financial are not subject to Investment Advisor requirements. AEWM and Life Design Financial are not affiliated companies. CA Insurance License #OB75169. 1897488 – 10/23