Questions about Retirement? The Pre-Retirement Survival Guide is your must have resource!

As you approach retirement there are all sorts of decisions to make: Social Security, Medicare, Long Term Care, Taxes and even Investments. It’s enough to cause you more stress than an hour long commute to work! Our pre-retirement guide lays out all you need to know to approach the next phase of life with confidence.

  • Written by a Certified Financial Planner
  • Learn the basics of Social Security, Medicare, Taxes and Retirement distributions
  • Feel confident in your decisions, before you retire
  • Bonus – get access to our Retirement Tips email
  • Absolutely FREE – either e-Book download or read online
Name(Required)
Email(Required)
This field is for validation purposes and should be left unchanged.

James A. Daniel

James A. Daniel - Financial Planner

CFP, CFA, CMT

How can a fee-only fiduciary Certified Financial Planner™ help YOU?

As a fee-only Financial Planning firm we assist you in answering life’s challenging financial questions and help guide you to make smart financial decisions.

Learn more about us