Many people mistake having an investment portfolio, an insurance product, or a retirement savings plan like a 401(k) for having an actual retirement plan. A plan may include all of those items, but retirement planning goes beyond investments because it includes tax, insurance, and legacy planning.
Fear and anxiety are what characterize most people as they near retirement. But it does not have to be that way. This book will give you a planning method that will give you the confidence you need in retirement. It also will give you the tools you need so that you can be free to give, serve, and enjoy life like never before.
Simplify Your Retirement® was written with the intention of sharing decades of retirement planning experience with pre-retirees and retirees who are ready to:
• Clarify their retirement goals.
• Create a retirement plan that supports their desired lifestyle.
• Customize a retirement plan that goes beyond savings and investment accounts.
You only get one chance to retire. Simplify Your Retirement® explains how to plan for it.
Stephen Stricklin is the president and founder of Wise Wealth, LLC, an independent, full-service, education-based, wealth management firm. After starting his career as a teacher and a coach, Stephen took his passion for educating others and adapted it to the financial services industry. He worked as a representative of an insurance company and an advisor of a national investment brokerage firm, before launching Wise Wealth in 2007. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth.
Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Kingdom Advisor™, and he holds insurance and securities licenses. He is the author of the book, "Simplify Your Retirement" and the founder of the Simplify Your Retirement® educational workshop. Stephen has served as financial advisor counsel for the Insured Retirement Institute for several years.
In 2022, he earned a national award "Advisor to Watch" for being one of the fastest-growing firms, among other criteria. Stephen believes financial peace comes from having a plan which is the basis for all other decisions. He believes in listening to his clients and creating customized financial plans based on their unique needs and goals. He enjoys working with business owners, professionals, families, and individuals who believe that wealth is a tool that needs to be managed wisely to produce the best results.
More than being a fiduciary, Stephen and his team believe in the timeless principle known as the Golden Rule: Treat others the way you would want to be treated. He has built and trained a qualified and competent group of financial professionals who share his values and philosophy.
Stephen is married and has four children and resides in Lee's Summit, Missouri. He enjoys traveling, spending time with his family, and is an avid sports fan. He is active in his local church, sits on several non-profit boards, is involved in international missions, and is a significant contributor to many philanthropic endeavors.
