Are you getting close to retirement, but feel lost about what to do with your finances once you do retire?
We can help! We help you take control of your retirement finances, and plan for a stable retirement & future.
Planning for a peaceful and enjoyable retirement does NOT have to be stressful or complicated! Simplicity is the new sophistication! There is a SIMPLE, effective approach to retirement planning... and this free online training will help you get started on that path!
Join our free masterclass to prepare yourself for our in-person, live courses. Once you've completed this quick 45 minute course, consider signing up for our in-person live class with Stephen Stricklin.
About the Course
Whether you are an experienced investor or you have no prior experience or knowledge, this free online training will provide you with the right mindset to make proper investment decisions. In our FREE course we will go over:
Learning the 3 phases of investing
Identifying which phase of investing you are in
Understanding the risks associated with each phase
Answering a few basic questions about each phase to determine your investment strategy
Discovering the guiding investment principle to follow in each phase
How to make good investment decisions in every stage of your life comes from knowing the right questions to ask - this free online course will teach you! You will discover the critical risks that must be addressed at each phase of your investing life.
About the Instructor
Stephen Stricklin, CFP
After working as a representative of an insurance company and an advisor of a national investment brokerage firm, Stephen launched his own registered investment advisory firm, Wise Wealth LLC. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth.
Stephen believes financial peace comes from having a plan – which is the basis for all other decisions. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Kingdom Advisor™ and he holds insurance and securities licenses. He believes in listening to his clients and creating customized financial plans based on their unique needs and goals.