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Complimentary Books and Handouts
Complimentary Books
Cross the Bridge to Retirement
Dolph Janis
The Five Retirement Myths
Patrick Kelly
Tax-Free Retirement
Patrick Kelly
Stress-Free Retirement
Patrick Kelly
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Cross the Bridge to Retirement by Dolph Janis
The Five Retirement Myths by Patrick Kelly
Tax-Free Retirement by Patrick Kelly
Stress-Free Retirement by Patrick Kelly
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Complimentary Handouts
5 Steps to Retirement Guide
Understanding a Roth IRA
The FILE
Retirement Protection Packet
RMD Must-Knows
Overcoming the 7 Risks in Retirement
Charting a Course for Retirement
Protecting Your Financial Future in Today’s Market
Ready, Set, Retire! Packet
The Basics of Retirement Guide
Annuities vs. Certificates of Deposit
Tax Guide
Social Security Fact Sheet
Retirement Planning Questions
Planning Your Retirement Income Strategy
Yearly Checklist
What Do You Know About Retirement?
Tax-Free Retirement
8 Ways You Could Miss Out on Social Security Benefits
Benefits of a Fixed Indexed Annuity
Retirement Planning with Annuities
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Check any/all handouts you’d like to read about.
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5 Steps to Retirement Guide
Understanding a Roth IRA
The FILE
Retirement Protection Packet
RMD Must-Knows
Overcoming the 7 Risks in Retirement
Charting a Course for Retirement
Protecting Your Financial Future in Today’s Market
Ready, Set, Retire! Packet
The Basics of Retirement Guide
Annuities vs. Certificates of Deposit
Tax Guide
Social Security Fact Sheet
Retirement Planning Questions
Planning Your Retirement Income Strategy
Yearly Checklist
What Do You Know About Retirement?
Tax-Free Retirement
8 Ways You Could Miss Out on Social Security Benefits
Benefits of a Fixed Indexed Annuity
Retirement Planning with Annuities
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Complimentary Personalized Services
Services that are personalized towards your financial situation
Tax Map Strategies Report
Cash Flow Action Plan Report
Social Security Action Report
Where Do I Stand Plan
Annuity X-Ray
Long-Term Care Report
Medicare Analysis
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Tax Map Strategies Report
Cash Flow Action Plan Report
Social Security Action Report
Where Do I Stand Plan
Annuity X-Ray
Long-Term Care Report
Medicare Analysis
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