Ramp Up to Retirement
Avery Wealth’s Mission to Help You Ramp Up to Retirement
Key Takeaways
- His transition from being a State Farm agent to founding Avery Wealth, focusing on comprehensive retirement planning
- How Avery Wealth assists clients in envisioning and planning their ideal retirement lifestyle
- The importance of staying engaged and finding fulfilling activities in retirement
- What his practice looks like at Avery Wealth
- Avery Wealth’s holistic approach to meeting new clients
- What to expect in your first meeting with him at Avery Wealth
- What to expect in our next episode
Show Notes
Are you within five to seven years of retirement and feeling uncertain about the future? Avery Wealth, led by Dan Reese, helps individuals like you redefine retirement and discover new passions.
Today on Ramp Up to Retirement, Dan Reese talks about the origins of Avery Wealth and their focus on guiding clients through personalized retirement planning. He shares heartwarming stories of clients who found newfound enthusiasm in retirement by exploring their passions. Tune in to learn how a professional and relatable financial advisor can help you navigate your retirement journey.
Resources
Try our Avery Wealth Retirement Readiness Quiz today!
About the Podcast
You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful!
As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.