Broker Check

From Your Advisor

Enjoying Your Retirement

I know some of the following is going to sound familiar:

“I wish I had studied harder for that test.”

“Why didn’t I ask him/her out when I had the chance?” 

“If only I started sooner.” 

“I wish I knew then what I know now.” 

We all wish there was a handbook to life, something that would guide us through all the twists, turns, and challenges the world throws at us.  But since we don’t have a handbook like that, we all make mistakes from time to time.  Yet, wouldn’t it be nice if we never had to worry about making a mistake again?

Well… I can’t offer you a handbook for life.  But here’s what I can offer: a guide to help you avoid making mistakes that could potentially derail your retirement.

It’s possible one of your friends has already shown you what I’m about to offer.  The way I see it, my job is to help people never have to say, “If only” ever again… at least as far as their finances are concerned.

One of the ways I do that is through my latest work, “The Most Common Retirement Mistakes and How to Avoid Them.”  It’s not a handbook for life, but it is a great handbook for your golden years, and I’d like to send it to you… FREE. 

Why, you ask?  Because it’s my responsibility to help people like you plan for, pay for, and above all, enjoy retirement.  We each have our role to play in this world, and this one is mine. 

Here are just a few of the things you’ll learn from this short (but informative) guide:

  • Ÿ The most common mistakes people make when planning for retirement
  • Ÿ The steps every successful retiree should never forget to take
  • Ÿ Important tax considerations many people overlook … and how they can cost you
  • Ÿ How to potentially secure more protection and more income for yourself and your retirement savings

I’ve seen firsthand how making any of the mistakes I’m talking about can seriously complicate your life.  Whether it’s retiring without a plan to replace your income, failing to factor in the tax consequences of retirement, or having an overly risky investment portfolio, problems can be created as a result. 

So, here’s what I propose:

Even if you have an existing plan in place, or another advisor helping you, please take me up on my offer and request your free copy of “The Most Common Retirement Mistakes and How to Avoid Them”.  I’m pretty sure you’ll benefit from the information.  If I’m wrong and you don’t end up finding our guide valuable, toss it aside or give it to a friend.  There’s no obligation or commitment.  If you do find it valuable, you may decide that you’d like my assistance with the rest of your retirement needs.  If so, great!  But whether you decide to work with us or not, it’s still worth your time to look over some of the most valuable information you’ll ever read about retirement.  If things never go further than that, no worries—we’re just happy to have been of service. 

You can also request your copy by calling us at 336-429-5688 or by emailing me at

No one ever wants to say, “I wish I had known this,” or “If only I had done that.”  When it comes to your retirement, you shouldn’t have to.  I look forward to receiving your request. 

One last thing:  Ask yourself this question: “Wouldn’t it be nice if I didn’t have to worry about making a mistake?” If the answer is “Yes, it would be nice”, then “The Most Common Retirement Mistakes and How to Avoid Them” is for you.  Request your copy today! 

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