Close this search box.

Free 7-Step Retirement Plan

In this guide, you’ll get our answers to the following questions:

Getting ready to retire? It’s a big change, and we want you to only go through it once! With so much to consider, we hope this checklist helps you take the first steps towards financial peace of mind in retirement.

In this guide, you’ll get our answers to the following questions:

  • What is the most important first step to retirement?
  • When should I take Social Security?
  • Should I rollover my 401(k)?
  • How do I file for Medicare and what is covered?
  • What is my “Magic Number” for retirement?
  • How can I make my money last as long as I do?
  • And more!

Working through this checklist with our clients is what we live for! If you have any questions, we hope to meet with you soon.

* - required

By submitting this form, you consent to receive emails, calls, voicemails, and/or automated text messages from Retirement Planners of America (RPOA) at the email and phone number above. You agree that calls may be made, automated texts may be sent, and voicemails may be transmitted via an automatic telephone dialing system, a prerecorded voice, automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Consent is not a condition of any purchase. Msg and data rates may apply. Msg frequency varies. For texts, text STOP to cancel, HELP for help. You are also agreeing to our Privacy Policy

RPOA does not share SMS opt-in consent with any 3rd party organization.