Are you ready to retire? You may feel emotionally ready to be done with the daily grind, but are you financially ready to retire? Alloy Wealth works with pre-retirees who want to learn how to prepare for retirement and maintain their current lifestyle. Many people learned the hard way and retired before they were ready and struggled financially. Others put too much of their nest egg in one basket then suffered a financial loss that forced them to return to the workplace.

Our founder and CEO, Mark Henry, was inspired to help others reach their retirement goals because of what his parents endured. His folks lost half of their retirement savings in a single day - on Black Monday in 1987. That was a devastating loss to people who had worked hard their entire lives and thought they were prepared to live well in retirement.

Beyond one-on-one appointments with an Alloy Wealth expert, you can attend one of our group classes on retirement planning. Some of the topics of discussion include,

• How to create reliable retirement income you can't outlive.
• Understanding Social Security and strategies to maximize your benefits.
• Protecting your savings from inflation, taxes, and market volatility.
• How to reduce unnecessary taxes in retirement.
• Coordinating retirement accounts, investments, and healthcare planning.
• Estate and legacy considerations as part of your overall retirement plan.

 Click HERE for specific locations and times for the master classes in retirement planning. They are complimentary. When you are ready to register, call our office at 800-689-3935. You can also call us to schedule a one-on-one retirement planning strategy session.