The 6 Steps to a winning retirement
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A winning retirement takes the right coach and the right approach.
My name is Mark Schlafer, and as a registered independent financial advisor, the challenge I see most individuals and families have when it comes to planning for retirement is, #1 a lack of a game plan, or #2 their lack of confidence in their current plan.
As a real life Basketball Coach, I understand the importance of doing your homework on your "opponents" and utilizing the strengths of your lineup. I use these analogies to design your winning strategy to give you the best life when you retire on your terms.
GET YOUR FREE
GAME PLAN.
DOWNLOAD A FREE COPY OF MY
RETIREMENT INCOME GAME PLAN.
WHAT DOES YOUR GAME RETIREMENT INCOME GAME PLAN LOOK LIKE?
GET A FINANCIAL COACH AND RETIREMENT STRATEGY YOU CAN WIN WITH.
I bring team dynamics into my Wealth Management practice.
The clients I work with are not mere recipients of proven strategies and financial formulas. They are truly my teammates - individuals and families with life goals. They want to win, and I want them to win.
Too many people are heading towards retirement either with no game plan, or with a plan that leaves them wondering if they’ll succeed.
This is why I created the Retirement Income Game Plan assessment tool, or “RIGP”.
The RIGP is designed to help you assess where your financial game is. Are you a starter, or merely warming the bench? Or worse, are you still in the locker room afraid to face the financial decisions that will set you up before and into retirement?
So, please download and print this tool out and see how your current game plan is working for your ideal future.
Your Retirement Coach,
Mark Schlafer
WIN THE GAME OF LIFE, ON YOUR TERMS
THE LIFE YOU WANT NOW AND DURING RETIREMENT IS ABOUT HAVING THE RIGHT PLAN, A WINNING PLAN.
ROOKIE
20's and 30's
Time is on your side! But only if you start saving now for long term goals. Starting small is a better plan than putting it off until your income goes up. All that glitters is not gold- avoid dribbling into the consumerism trap and find yourself overburdened with ‘stuff’ and debt.
VETERAN
40's and 50's
You’re a veteran player- you know the value of being disciplined financially. Prioritize saving and paying down debt will be a huge assist toward retiring on your terms. Do the small things like investing a bonus or increase your monthly saving with your pay raises.
HALL OF FAME
60 or older
The victory is in hand! Continue clarifying the details of your retirement and consider reallocating your investments to align with your Retirement Income Game Plan. Make your legacy and family heritage part of your conversations with loved ones.