CRC - Complementary Retirement Consultation






Take the fear out of retirement. Join us for a Complimentary Retirement Consultation where we’ll discuss in everyday language the primary financial risks you face when making the transition to living in retirement. We’ll also identify common mistakes people make during this transition as well as assessing your specific situation.

Topics discussed during a CRC

  • How do I best coordinate my social security benefits with my retirement assets?
  • Where are the strengths and potential weakness in my current strategy?
  • What are the financial risks I face in retirement?
  • How do I invest for income, growth, and stability?
  • What are the next steps?


CONTACT US to schedule a CRC today!