Retire by Design: A practical guide to preparing for retirement with confidence.
Download Brandon Steele, CFP®, ChFC®’s free retirement planning guide and explore retirement income, taxes, Roth conversions, Social Security, Medicare and much more.
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What You’ll Walk Away Knowing
Retire by Design breaks apart the stereotypical advice and shares the insights that author Brandon Steele, CFP®, ChFC®, uses with his clients to address ALL areas of preparing for retirement. Discover how to create your ideal retirement by design in our 120+ page guide full of actionable strategies and practical examples, including:
✓ A new approach for budgeting
✓ How to turn savings into retirement income
✓ When to consider Roth conversions
✓ Strategies for retirement tax and estate planning
✓ How Medicare and Social Security fit into your overall retirement plan
✓ Common retirement mistakes to avoid
…And much more!
About the Author
After helping families prepare for retirement for more than a decade, Brandon Steele, CFP®, ChFC® wrote Retire by Design to simplify some of retirement's biggest financial decisions. He is a financial planner with Mainsail Financial Group located in Bellevue, Washington, working with hundreds of individuals and families to help them reach their retirement goals.
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Who is this guide for?
This retirement planning guide is for you if…
✓ You're within 10 years of retirement
✓ You're already retired and want to optimize your plan
✓ You're wondering if you've saved enough to retire
✓ You want to reduce taxes in retirement
✓ You're deciding when to claim Social Security
✓ You want a retirement income strategy
“Do you want to set up a retirement plan based on what the average saver is doing? A considerable majority of Americans have little to no retirement savings, so you may want to create your own rules around planning instead of following the norm.”
Are you ready to create the retirement that you have always dreamed of?
Read this book to soak up straightforward, easy-to-understand advice! Brandon will guide you through the steps and considerations you need to make as you create a thoughtful retirement plan that is designed just for you.