With the inundation of financial information at click of a button, we've found that data overload, and cookie-cutter solutions to financial planning, often leads people to paralysis. That's where we step in. We’ve helped hundreds of clients get TO and THROUGH retirement using the concepts we present in The Retirement Income Toolkit. What is it? It’s a different, holistic approach in contrast to the traditional financial planning that focused mostly on investments and tax-deferred retirement accounts.

With traditional financial advisors, you’ll usually find investment-focused planning. It is often quick and automated. Once it's done, the plan usually sits on a shelf, collecting dust. And…not enough questions are asked in the process. One thing these abbreviated plans do well is convince you to put your money into investments, so it can be more of a means to a sale than anything else. Unfortunately, it’s not really meant to help you create a roadmap for your future. That's why we wrote this book. If you have questions or concerns surrounding retirement planning - how to enhance your tax efficiency and help ensure your money lasts longer - this book is for you. With decades of experience in the financial planning industry, R. Sherwood Greer, CFP®, RICP® details the tools available to you as your plan for your retirement.

In this practical guide, Greer expounds on (1) Developing the right mindset regarding retirement, (2) Your retirement preparation timeline, (3) Building your retirement income toolkit, (4) Putting your retirement income "tools" to work for you, and (5) Planning for the transition to retirement. Let's build YOUR retirement income toolkit so you can enter into your retirement years with ease.