Practice Owners...
Are You on Track for the Retirement Income You’ll Need
No one should ever have to wonder where they stand to meet their retirement goals. Find out today with a free tool designed for doctors and practice owners.
âś… Quickly see where you stand today
âś… Spot hidden risks that could derail your plan
âś… Discover opportunities to potentially take more income in retirement
“What if you could take more income in retirement but just didn’t know it yet?”
Show Me How to Take Control of My Retirement Income
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Planning your retirement income can feel overwhelming:
❌ Uncertainty about whether your savings are enough
❌ Confusion about how to turn assets into income
❌ Fear of coming up short and finding out too late
This checklist was created to make the first step simple, fast, and clear.
In just 10 minutes, you’ll:
âś… Clarify your current financial standing
✅ Identify if you’re at risk of falling short
âś…Â See if you could take more income safely
✅ Start thinking about your income “lifeline” strategy
Created by Kevin Sullivan, AIF®, Accredited Investment Fiduciary and Wealth Advisor, this checklist distills years of retirement planning insights into a tool you can use immediately.
Designed specifically for high-earning professionals
Proven concepts you can apply right away
You’ve worked too hard to leave your retirement income to chance.
Download your free checklist now and take the first step toward clarity.
Yes, Send Me the Checklist