Congratulations you've taken the first step to reach your retirement summit

You're setting yourself up for the retirement you've always dreamed of.

It all starts with a plan...

Just like climbing any mountain or achieving anything worth while, we have to step outside our comfort zone, identify what’s most important, and then step confidently into the direction of your dreams.

RETIREFIT is your guide to building a great life. It starts with making sure we can retire well. With your goals in-mind, you’ll know where you’re going, when you’re going to get there, what you need to have, and feel confident about your success.

FINDING THE RIGHT PARTNER TO GUIDE YOU TO THE SUMMIT

You have come a long way, you have overcome obstacles, raised the kids and did all the adult stuff you were supposed to.

You’ve been working towards retirement your whole life. Now is the time to take the bull by the horns and create AND LIVE your dream life.

How will you get there?

John Navin has been guiding folks through retirements biggest questions and toughest obstacles and he's ready to help you too.

JOHN NAVIN

FINANCIAL ADVISOR,

HEAD COACH

JOHN NAVIN HAS HELPED SO MANY REACH THEIR RETIREMENT SUMMITS. AS A CLIMBER HIMSELF, HE UNDERSTANDS THE JOURNEY

EACH PLAN STARTS WITH YOU
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 will definitely make you unhappy.

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

SAVE MY SEAT

THEN WE BUILD A PLAN
EACH PLAN INCLUDES

What’s your [why]

Finding and setting goals

Investment
Planning

Establish your risk tolerance

Income Planning

Tax
Planning

Estate and Legacy Planning

Health care planning

Personal Wealth Strategy

Income Planning

Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life so you can do what you love.

Social Security Maximization - which will help you determine the best time to Social Security.
Income & Expense Analysis - ensuring you don't outlive your assets.
Inflation Plan - so your income can keep up with today's inflation.

Investment Planning

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month.

Asset allocation aligned with your goals
Assessing your Risk Tolerance
Utilize multiple investment options to spread risk

Tax Planning

Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities and helping to keep more money in your pocket.

Maximizing ways to include tax-deferred or tax-free money in your plan - minimizing the amount you send to the government

Healthcare Planning

We will create a plan to help you address rising healthcare costs with a minimum of expense, including looking at all aspects of Medicare, Parts A, B and D - as well as analyzing options for a Long-Term Care Plan

Legacy Planning

You've worked hard your entire live. Now is the time to ensure your assets go to places that important to you. YOUR

beneficiaries, YOUR charitable organizations, YOUR [why].

Maximize your estate and income tax planning opportunities
Protect any assets in trust and ensure they are distributed to your beneficiaries probate free