The Retirement Coach

Financial Services - N/A, N/A, US

The Retirement Coach Employees
Julie CFP

Director of Retirement Blueprint Management

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Diane Malczon

Administrative Assistant

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Lisa Morash

Financial Planning Analyst | Helping dedicated savers transition to the life theyve earned free of

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Kristin O'Grady

Member Account Specialist

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Julie Hayes

Integrator and Director of Operations at The Relaxing Retirement Coach, Inc.

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Kristin O'Grady

Member Operations Specialist

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The Retirement Coach Details

We help dedicated savers transition to a life free of dependence on a paycheck.You've spent decades saving and deserve to spend the 2nd phase of your life doing what you want to do, not what you have to do. Unfortunately, the goals and conflicts of interest entrenched within the financial industry and the media can create a financial fog that leaves you feeling anxious and confused.• How much do you need to live comfortably? • Can you afford to spend what you want? • Can you buy a vacation home or help your grandchildren pay for college without running out of money?• How should you position your hard-earned savings to make it last?It's hard to act when you're not 100% clear on the answers to these questions.At The Relaxing Retirement Coach, we understand how difficult this transition can be and how important it is.For 30 years, we've run a coaching program to help careful, dedicated savers confidently transition from smart saving to smart spending.Whether you choose to remain in your current field a while longer, migrate to a new pursuit, or start exploring more leisurely interests, you'll feel prepared and confident making your decisions.Our coaching program helps you implement the mindsets and strategies that lead to an anxiety-free transition from your working years to your retirement years.Your custom-designed Retirement Blueprint™, based on your priorities and resources, clarifies and simplifies your options so you can make educated decisions. Our evidence-based investment system provides you with the confidence to spend what you've saved during all market conditions.Confidently experience the life you've earned free of dependence on a paycheck. We'll show you how.

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Employees: 10 - 19
HQ: N/A
Location: N/A, N/A, US
Revenue: 1 - 2.5 Million
N/A
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