Ramp Up to Retirement
Who is Dan Reese?
Key Takeaways
- The importance of a financial plan before pursuing investment avenues
- Understanding the role and value of a Certified Financial Planner in guiding your retirement journey
- Organizing finances to lead a fulfilling life and achieve personal freedom in retirement
- The significance of understanding and managing risk in investment planning
- How Avery Wealth's fiduciary duty ensures your interests are always prioritized
- His passion for comprehensive financial planning and coaching in his community
Show Notes
Are you ready to elevate your financial planning as you approach retirement? Embark on a journey with Dan Reese of Avery Wealth to transform your financial planning into a pathway for a fulfilling retirement.
In this inaugural episode of Ramp Up to Retirement, Dan Reese CFP® introduces himself, shares his journey from a curious college student to a certified financial planner with a passion for guiding individuals toward a fulfilling retirement, and talks about why a Certified Financial Planner is crucial for navigating toward a stress-free retirement. Discover how Dan’s approach at Avery Wealth, founded on fiduciary duty, places your needs at the forefront of financial planning.
Resources
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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.