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We cover the five pillars of your future:
Income. Investment. Healthcare. Taxes. Estate.

Come prepared and leave with a plan for success.

It all starts with a plan...

Is there is something holding you back from reaching your financial goals? Maybe you always meant to start planning for what comes next, but where do you start?

 

RETIREFIT is a workshop focused on building your complete retirement plan. With your goals in-mind, you’ll know where you’re going, when you’re going to get there, what you need to save, and feel confident about your success.

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LAYING A STRONG FOUNDATION 

Anything worth it takes hard work. We're here to help you prepare.

At the end of this course; you'll understand where you are, where you want to go, and how much you need to get there.

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EACH PLAN INCLUDES

What’s your [why]

Finding and setting goals

Investment
Planning

Establish your risk tolerance

Access to Orion Planner

Income Planning

Tax
Planning

Estate and Legacy Planning

Health care planning

Personal Wealth Strategy

We believe in going out there and living life. Let's do this.

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FINDING YOUR [WHY]

Each RETIREFIT course begins with an introduction to finding your [why]. Before we start talking about income strategies and investing, we need to establish who you want to be and what you want to accomplish in life - beyond money

Because we have a saying: Money will not make you happy, but the lack of money can certainly make you unhappy.

With RETIREFIT, we start with you. Your dreams. Your goals.

Sign Up Retire Fit

Let's get started.
SIGN UP FOR A RETIREFIT COURSE

Upcoming Events

  • RetireFit - Building Your Financial Plan - November 16
    Nov 16, 2022, 6:00 PM
    Nashville, 5904 California Ave, Nashville, TN 37209, USA
    Learn how to live a happy, healthy, and financially secure life in retirement.
  • RetireFit - Building Your Financial Plan - November 15
    Nov 15, 2022, 6:00 PM
    Nashville, 5904 California Ave, Nashville, TN 37209, USA
    Learn how to live a happy, healthy, and financially secure life in retirement.
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