Broker Check

Ready To Retire

This exercise is a great tool to help you to identify:

  • the activities you want to enjoy during retirement,
  • your retirement location,
  • when will you retire,
  • the resources available to fund your retirement,
  • the risks that can occur during retirement, and
  • action items to work on.     

I am confident you will get value from it.

Rafi Rodriguez

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