Everyone has different bucket lists for retirement, but we all have the same two desires for those years. We all want:
– Enough money to continue our lifestyle and
– The confidence our plan will work
With a volatile stock market, investment options galore, and brokers more concerned with high returns for themselves than for us, our finding security in a financial plan seems elusive.
Enter Stephanie Fullerton with years of success in helping clients achieve those two goals while also making their plans specific to their unique needs.
In straightforward terms, her Living a Happy, Healthy, and Inspired Retirement: Your Definitive Financial Guide tells you what to look for–and what to avoid–in getting a retirement plan you can trust. She provides guidelines for:
– steps to take now
– choosing a trustworthy advisor
– remaining financially secure in an unsteady market
– understanding the impact of taxes
– diversifying your accounts
More than a successful advisor, Stephanie puts heart and soul into her work. She cares deeply about her clients, welding them into her fold as family, and the many stories in Living a Happy, Healthy, and Inspired Retirement attest to the warmth she gives to–and receives from–grateful customers.
The Fullerton difference goes beyond merely hoping for a successful retirement; it shows how to plan for success and achieve peace of mind.