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Join our FREE Online Masterclass to get started on taking control of your financial future.

What if you only needed to make changes to your investment allocations THREE times in your entire life? 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!

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.