In my time being a Certified Financial Planner® and a partner at a wealth management practice, there is one question people ask me more than any other.
And that is “How much do I need to retire, Michael?”
But I used to be frustrated knowing that so many people were out there without sufficient credentials, e.g., Certified Financial Planner® professional or Chartered Financial Analyst®, to give them accurate and tailored financial advice, specifically focused on their situation.
That is why I made this survey: so that anyone could fill in the quick form below and get personalized (yes, it is actually personalized) review of their specific situation.
Once you fill out the survey below, I will send over a video running through your situation, and some steps for you to take to confidently pursue your retirement goals within 24-72 business hours.
People often pay for this type of advice, but I wanted to make it available — complimentary.
Just fill out and submit the form below:
All fields marked with (*) are required.
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