If you’re 2-4 years from retirement, you most likely have a lot of questions. Like many almost-retirees, you realize the actionable steps you’ve taken toward your retirement during the accumulation years will be vastly different from what you do during the distribution years…but what exactly does that transition look like? And what steps should you be taking now to prepare? We’re here to answer all that and more, and help you transition to the Next Third of life well!
During your one hour consult at our Next Third Retirement Coaching offices, we’ll create for you a customized retirement financial plan, or give you a second opinion of your current plan.
There is no obligation to continue working with us past this appointment, but we hope you find enough value in our time together that you continue to keep us in your corner. Please fill out the form below to let us know the best time to meet, and someone from our offices will get back to you shortly to schedule your free, no obligation consult.
Next Third Retirement Coaching offices are located at 2009 South Memorial Drive in Appleton. Please arrive at least 5 minutes before your scheduled meeting. Please bring along any financial documents related to your current retirement plan you’d like us to review.
Your complimentary consultation will last about an hour. At the end of our time together you’ll leave with a customized retirement financial blueprint, or a thorough review and assessment of your current plan.
Please contact us with any additional questions you may have.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
Paul Hoffman, CFP®, LPL Financial Advisor, Next Third Retirement Coaching 2009 S. Memorial Drive. Appleton, WI 54915 | firstname.lastname@example.org | 920.733.4453 | www.nextthird.com
Next Third Retirement Coaching and LPL Financial are separate entities. LPL does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.
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Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding to invest.
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of Wisconsin and Kansas.