Build Your Retirement Income Strategy with Confidence
Wealth For Life is a self-paced course for doctors and practice owners who want to turn their hard-earned savings into a reliable retirement income plan.
Learn how to turn what you’ve earned into income that lasts.
You’ve built a successful career and created wealth for the future.
But when it comes to retirement income, most professionals are left asking:
- Do I have enough?
- How much income can I safely take?
- What risks could derail my plan?
What if you were going to end up short in retirement, wouldn’t you want to know?
That’s why I created Wealth For Life.
This course gives you the clarity, framework, and strategies to:
âś… Know exactly where you stand
âś… Structure your income for the years ahead
✅ Monitor what you’ve worked so hard to build
Because setting up retirement income isn’t just a strategy, it’s your lifeline.
This course is built for:
Physicians and
Medical Practice Owners
High-Earning Professionals
approaching retirement
Anyone who wants to turn assets
into lasting income
If you’ve ever wondered whether your retirement income strategy will hold up, this is for you.
Find Out MoreBy the end of this course, you’ll:
Have a clear understanding of your retirement income potential
Spot hidden risks before they become problems
Learn a proven “bucketing” strategy for steady, lasting income
Gain clarity on exactly where you stand
Module 1:
Finding & Identifying Income Sources
- Clarify your current financial position
- Define your retirement income goals
- Understand risks that threaten your income
Module 2:
Setting Up Your Income Bucketing Strategy
- Learn how to allocate funds into short-term, mid-term, and long-term buckets
- Discover how to withdraw income safely and sustainably
Course Format:
Self-paced modules |Â Lifetime access |Â Practical tools and exercises
This Could Be You:
“This course showed me I was in a stronger position than I thought—and how to safely increase my retirement income.”
Testimonial
Dentist
"I finally understand how my income strategy works. It feels clear and achievable now and I’ve never seen it that way before."
Testimonial
Surgeon
Created by Kevin Sullivan
AIF®, Accredited Investment Fiduciary and Wealth Advisor, who has worked extensively with physicians and medical practice owners to help them understand and prepare their retirement income strategies.
The sooner you build your retirement income strategy, the more options and flexibility you’ll have.
Don’t wait until retirement to find out whether your plan will work.
Book A Call To Find Out MoreFrequently Asked Questions
What if I already work with a financial advisor?
How much time will this take?
Is it too early if I’m 10–15 years away from retirement?
Imagine knowing where you stand.
Imagine knowing how much income you can safely take. Imagine entering retirement with clarity instead of uncertainty.
Wealth For Life helps you do exactly that.
Start Building Your Retirement Income Strategy TodaySecurities and advisory services offered through LPL Financial Services, a Registered Investment Advisor. Member FINRA/SIPC.
