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Almost Complete Retirement Guide cover

Do you wish there was a complete guide to your upcoming retirement?

Approaching retirement is not easy. Not only do you have to deal with the fact you won't be working any longer - something you've done for 30-40 years - but you also have to know if you're financially prepared. 

  • Understand the psychology of transitioning into retirement
  • Learn how to build an optimized investment portfolio (or what it should look like if someone manages your money)
  • Find out if you need Long Term Care insurance
  • Which Social Security strategy is right for you?
  • How to design a fulfilling retirement

"I couldn't be happier with Dave's services. He is super smart, objective, professional, non-judgmental, and keeps his promises. Most importantly, I'm comfortable and confident in my retirement plans." 

Review on Google Business

Susan, Client of Retirement Matters, Inc.


"Dave conducted a review of our finances and projected several different retirement scenarios. At every stage of the process, he was thoughtful, comprehensive, and thorough. His recommendations were sound."

Review on Google Business

James, Client of Retirement Matters, Inc.