Are You Fit To Retire?
As a certified Fit To Retire® coach I am here to help you with your planning and questions on your journey towards retirement. Our Fit To Retire® online assessment tool and “Readiness Roadmap” complements your overall retirement planning process.
This tool covers five main areas of retirement success during the three phases of retirement. These five main areas of retirement success are: Self Identity, Social, Health and Nutrition, Personal Relationships and Financial Security. The three phases of retirement are: Go-go, Slo-go and No-go.
Our Fit To Retire® online assessment tool allows us to better serve you, and the Fit To Retire® Readiness Roadmap is geared towards the baby boomer generation.This includes retirement transition support, as well as a variety of checklists to ensure that you are on the right path towards retirement. We want to help you successfully enter retirement with confidence!
Click here to view a short video and to take the Fit to Retire® assessment. Once you have taken the assessment, we will generate a personalized, 100 plus page workbook that covers all 5 areas of a successful retirement, as well as a 100 day playbook for your first 100 days of retirement.
Check out our other newsletter sections below:
The Messenger Newsletter
Retirement Edition
Are You Fit To Retire?
By Bob Barber
Office Mascot Athena
Gets Put To Work
Tactically Managed Accounts
Market Update
Is Retirement All It’s Cracked Up To Be?
Maybe. Maybe Not.
Habitat For Humanity Volunteer Day
The First of 2016
Refer A Friend
Do you have a friend, family member, or colleague that could benefit from our services? If so, refer them to our mobile friendly website, or we have a packet of information we would love to share with them to them. Just call our office at 830-609-6986 and we can get out the information to help your friends!
The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.