Retire Boldly Retirement Planning Strategies to Help You Live Your Best Life
You’ve worked hard to build your wealth. You deserve a financial plan that lets you dare to live life on your terms. Strickler Financial Group can help you get there.
Coaching You to and Through Retirement
We get it. Planning for retirement can feel like you’re a lone defender staring down an entire offensive line. But it doesn’t have to. From daring to give voice to your wildest retirement dreams to creating the plan to bring them to life, we’re on your team every step of the way.
Don’t Just Retire. Live. Get started with our “Champion Your Retirement” Process
We're not talking about just a plan; we're talking about a lifestyle. Our team of experienced financial professionals
is committed to helping you feel like a retirement champion.
01 Pep talk
We’ll explore your dreams and goals for retirement — and learn what Retiring Boldy means to you. The goal here is to see if it makes sense to team up.
02 Scouting Visit
We will gather your financial information and dig deeper into understanding your retirement goals and aspirations.
03 Film Study (Coaches Only)
Our team of retirement advisors collaborate to build your customized Champion Your Retirement strategy so you can Retire Boldly. After all, multiple minds are better than one.
04 Game Plan Visit
We put your Champion Your Retirement strategy into play, with clear actions steps for each phase of your journey. It’s all about helping you find the freedom to relax and enjoy one of the greatest games of your life!
Ready to Book Your Best Retirement Lifestyle?
How we plan for retirement has changed in the last few decades. In his book, “Retire Boldly: Position Yourself to Champion Your Ambitions,” Russell W. Strickler, CFP®, AIF®, addresses the most common concerns and challenges retirees face today, including:
Longevity: Will you outlive your money? From deciding when to retire to whether you should have long-term care insurance, learn all about what living longer really means.
Taxes: We all know Uncle Sam gets a slice of the pie, but proactive, tax-efficient strategies can help ensure he doesn’t take more than his share.
Legacy Planning: What will you leave behind? Discover how to ensure your final wishes are carried out the way you intend.
And much more!
Attend a Live Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
