Navigating Retirement Podcast: Planning a Secure Retirement Shouldn’t Be a Guessing Game

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There’s no such thing as a one-size-fits-all method for planning retirement. With so many different variables to consider, it’s important to set up a plan that fits your specific needs and goals. Choosing the right retirement strategy is difficult. That’s why we developed our 3 Step Review Process for helping our clients find their ideal retirement solution. This 3-Step Review Process helps you identify the holes in your plan and makes sure you have all your bases covered.

In my latest video episode of “Navigating Retirement,” I'll be discussing the benefits of participating in our 3-Step Review Process.
A retirement strategy is a set of actions and choices that lead to the achievement of a goal. Whether you’re looking to retire early, retire on time, or retire at full capacity, we have a simple 3-Step Review Process you can follow. Our goal is to help you find your way to a healthy and happy retirement.

As always, I am simply a phone call away, 843-735-5065, should you need to discuss your legacy planning needs. We can have this meeting at our office, over the phone, or online, whichever works best for you.
Best Regards,
Rick Durkee
President & Founder
Coastal Financial Planning Group
Phone: (843) 735-5065
www.cfpgroup.biz

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Please visit our Youtube page to watch this latest Podcast by clicking on the link below.
https://www.youtube.com/watch?v=i8_5l4CwWEY
You can also visit our website at www.cfpgroup.biz & navigate to the podcast tab for this and all of our recent podcast episodes.

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