Ready, Set, Retire!

In a recent survey of 2,000 individuals, conducted by a Harris Poll, a staggering 70% found retirement planning unnecessarily complicated. That's a sentiment many of us can relate to. So, where are people turning for information? The survey revealed that 43% rely on their own research, while 39% look to their employers, 27% seek advice from family members, and only 10% attend retirement planning classes or seminars. Steve recognizes the challenges of navigating this complex landscape. He acknowledges the frustrations many face when trying to decipher financial jargon and overwhelming information online. Retirement planning should be straightforward, centered on the idea of saving to replace your paycheck when you retire. But, as Steve points out, the financial world has a knack for making simple concepts seem daunting. That's where Steve steps in as a translator and educator. His mission is to simplify retirement planning and help his clients understand their options. He's a firm believer in providing clients