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Retirement can be heaven or it can be hell — and what YOU do to plan makes all the difference. Without the proper planning tools and guidelines, it is easy to feel stuck and uncertain about your future.
In this episode, Senior Financial Strategist Wesley Forster details what you need to know when planning your retirement and what to avoid along the way.
Wes discusses:
- How to manage undetected planning issues
- Five mindset shifts that help you find your way to a heaven-like retirement
- How we use our unique curated checklist to assess our clients’ needs
- HSI Financial Group’s proven 3-step process for helping clients
Related: The Array of Benefits Financial Planners Have to Offer