Tired of Worrying About Retirement?
Take Charge of Your Financial Future, Starting Today.
You have big dreams for retirement, but you also have big concerns. You’re worried your money won’t last. Maybe you feel overwhelmed and don’t know where to turn for answers.
This FREE Retirement Planning Toolkit will empower you and help you rest easy. With a guided, step-by-step tour of the planning process, you’ll learn how to answer the biggest questions keeping you up at night.
- Calculate the true cost of retirement
- Learn how to generate all the income you’ll ever need
- Discover the biggest financial risks you face—and how to guard against them
Whatever your life stage, net worth, or goals, the Retirement Planning Toolkit will show you how to retire successfully and worry free.
Get an Expert’s Take on Retirement Planning
Author Erik Strid, CFP®, ChFC is a 25-year veteran of the financial services industry. As the founding principal and CEO of Concentus Wealth Advisors, a financial advisory firm serving clients throughout greater Philadelphia and nationwide, Erik has helped thousands of individuals and families map the road to and through retirement. He’s passionate about educating investors and emphasizing the importance of having a solid financial plan.
In this FREE Retirement Planning Toolkit, Erik focuses on six key questions of greatest concern to the pre-retirees he meets.
Concentus Wealth Advisors
How much will retirement cost?
Use the Retirement Expense Worksheet to identify your spending needs.
How will I generate the income I need?
Document your income sources and calculate the income you’ll need from your portfolio.
How will I protect my investments?
Learn how to grow, protect, and live off your savings— and minimize the risks to your portfolio.
How can I grow my wealth in a volatile climate?
Instead of worrying about market volatility, discover how you can profit from it.
Where should I turn for expert advice?
Understand the role of a fiduciary and the impact of various fee structures on your portfolio. Use the Financial Advisor Checklist to evaluate your choices.
How do I protect my loved ones after I’m gone?
Get all the insights you need to protect your wealth and legacy for future generations.
Don’t Lose Another Night’s Sleep.
Start Planning the Retirement of Your Dreams.