Questions about Retirement? The Pre-Retirement Survival Guide is your must have resource!

As you approach retirement there are all sorts of decisions to make: Social Security, Medicare, Long Term Care, Taxes and even Investments. It's enough to cause you more stress than an hour long commute to work!

  • written by a Certified Financial Planner 
  • Learn the basics of Social Security, Medicare, Taxes and Retirement distributions
  • Feel confident in your decisions, before you retire
  • Bonus - get access to our Retirement Tips email
  • Absolutely FREE - either e-Book download or printed copy

“I'm James Daniel and I've been helping folks plan for Retirement for over 16 years. I've put together this easy to understand guide of some of the more common questions I've gotten through the years. I hope this helps as you begin your Retirement journey.”  

James A. Daniel, CFP®, CFA, CMT, EA