WITH RETIREMENT ON THE HORIZON, ARE YOU ASKING YOURSELF:
When can I retire?
Do I have enough money?
Will my money last?
Will I be O.K.?
Get the answers you deserve with this FREE, information-packed toolkit, that reveals strategies for retiring on your own terms!
MAKE SURE YOUR RETIREMENT IS WORKING AS HARD AS YOU ARE
SO YOU CAN ENJOY YOUR OWN EXCEPTIONAL RETIREMENT
No Shipping Costs. No Obligation. Completely FREE and Shipped Right To Your Front Door
IS YOUR RETIREMENT STRATEGY WORKING AS HARD AS YOU ARE?
Most firms are overly focused on investments, when in reality investments are a small fraction of what you must consider in retirement.
You need the right tools and strategies for retiring on your own terms.
In this book we will discuss:
- What makes an exceptional retirement
- The 5 areas you need to plan
- How to choose your winning retirement team
- Tax Strategies designed to help you keep more of your hard-earned dollars
Our goal is to help YOU make the future that YOU desire and deserve.
ABOUT THE AUTHOR:
SCOTT M. DOUGAN
Scott Dougan co-founded Elevated Retirement Group because we believe that all financial advisors may have been created equal, but they are not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals. Mr. Dougan has built an elite team that include a Certified Financial Planner®, CPA and an Estate Planning Attorney allowing them to provide you with a complete and advanced financial plan built around your unique needs.
Naturally, any 2 advisors may look the same from a distance, but it’s their philosophy towards clients that dictates your future. You owe it to yourself to ensure that your philosophy lines up with that of your advisory team’s.
We’re independent and believe in providing unbiased and objective advice based solely on your situation, not on sales of proprietary products or corporate constraints. That’s why we stand by our own declaration of independence and sit on the same side of the table as the families we serve. We always look after your best interest, guided by an honest assessment of your needs and goals. Your agenda is our highest priority.
Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Advisor Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other States. Scott is a member of the Better Business Bureau, and the International Association of Registered Financial Consultants. Scott and his wife reside in Prairie Village, KS.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.