Pre-Retirees
We specialize in helping clients who are planning for retirement in the next 1-5 years. We use our comprehensive Retirement Readiness™ process to ensure that you have the savings you need to carry you through this next life phase, that you are making the most of your investments and that you have plans in place for income in retirement, health care and passing assets to heirs.
Our clients love working with our team to confidently close the chapter of full time employment in their lives and move on to a fantastic retirement!
Are You Getting Ready for Retirement?
Dave Rowan
With over 16 years of experience in the financial services industry, I specialize in assisting professionals, real estate investors, and entrepreneurs in growing their wealth, and bettering their own lives along with the lives of their family and community.
Are You Ready for Retirement?
9 Ways to Create a Retirement You Love Living!
Are you thinking about retiring within 1-5 years? Have you started trying to figure out whether you’ll have enough in savings to live comfortably with money left over to travel and pursue the things you’re passionate about? Do you have questions about health care, social security or what to do with your old 401(k)’s? This is a step-by-step guide to help you answer these and many more questions and enable you to confidently enter retirement or downshift into more passion-driven work.
Download your complimentary resource.
Educational Resources
Your Encore Career Financial Roadmap
Your Encore Career Financial Roadmap
Working in Retirement is Becoming Increasingly Common You are approaching your retirement years at an interesting period of time. You may be noticing that more
3 Reasons Why 50-Somethings are Healthy, Wealthy & Wise Enough to Start a Business
3 Reasons Why 50-Somethings are Healthy, Wealthy & Wise Enough to Start a Business
Pre-retirees are dominating small business start-ups, both in terms of the number of businesses they are starting and the success rate of these businesses. Let’s
Can I Retire Now?
Can I Retire Now?
It Depends….. If you’re nearing retirement age, the question, “Can I retire now?” may be top of mind for you. I get asked this question
