Have you been dreaming of the day when you can finally remodel your kitchen, or take a tour of Italy, or start volunteering at the neighborhood animal shelter? Chances are you have a list of things you’ve been dreaming of, but you just haven’t had a plan in place to put them into action. By combining the Retirement Adventure Roadmap with a financial plan, your dreams may be closer than you think.
The Retirement Adventure Roadmap (RAR) is a self-paced workbook designed to help you organize your lifestyle. Even though it’s a workbook, it is filled with ideas, suggestions, and illustrations to get you inspired and excited about the next chapter in your life.
RAR is all about allowing people to realize what is truly important to them in life while constructing a process where clients and advisors can organize and create a meaningful financial plan. Our product increases client retention and helps advisors build more effective and efficient financial plans.
Retirement Advisor Resources
After being in the industry for over a decade, we wanted a better process to help our clients realize their full retirement potential. We scoured the web for a resource that could organize someone’s big retirement plans, but we were only able to find books that explained when to take social security and how to maximize your 401K. We know there is so much more to retirement than just your monthly allowance, so we created the Retirement Adventure Roadmap.
The Retirement Adventure Roadmap is available for both individuals and couples.
The couples edition provides areas for two individuals' information within specific chapters to allow
two people to plan together.
Attention Advisors & Financial Planners
Interested in Private Branded versions of The Retirement Adventure Roadmap
for distribution to your clients?
Our Retirement Adventure Roadmap has been reviewed by FINRA and both versions are available with customized covers utilizing your organization's logo and company information. A minimum order of 50 books are required for customization, and you can split your order between the Individual and Couples versions.