The Power of a One-Page Retirement Plan: Less Is More

Discover the simplicity and effectiveness of a one-page retirement plan! In this video, we explain what a one-page retirement plan looks like, how it works, and why it's a superior alternative to traditional, confusing retirement plans. Simplify your financial future with our straightforward approach.

▶️ 2 Important Questions (to help you craft your retirement mission statement)    • TWO Sobering questions to get the MOS...  

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🔑 KEY TOPICS
0:00 - Intro
1:29 - The Problem with Traditional Plans
2:40 - What Is a Finacial Plan?
4:22 - One-Page Plan Walkthrough
13:18 - Conclusion
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💵 ABOUT US
We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
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CONTACT ☎
Website:
Phone: (214) 988-9178
Email: [email protected]

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