Ramp Up to Retirement

Avery Wealth’s Mission to Help You Ramp Up to Retirement

September 11, 2024 | Episode #2

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!

Avery Wealth Retirement Readiness Quiz

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.

Avery Wealth’s Mission to Help You Ramp Up to Retirement

Meet the Host

Dan Reese

CFP®
Founder, Senior Wealth Advisor

Disclosure

The opinions voiced in Ramp Up to Retirement with Dan Reese are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show may not be affiliated with CWM, LLC. Views and comments by guests may not be representative of CWM, LLC.  Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.