The 5 Worlds Of Retirement Planning
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about what a first and second appointment look like and what to expect during a visit with a financial firm in general. With a lot of advisors advertising out there, it can be intimidating. Derek, Matt and Keith will let you know what to expect when you visit with SHP. In hopes of helping you prepare, the guys will take you through the SHP Retirement Road Map®, or the 5 worlds they think are most important, when preparing for retirement. The 5 areas that are most important are income planning, investment planning, tax planning, health care and legacy planning. They will walk you through step by step.