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Retire with confidence.
Not confusion.

 
The Retirement Income Toolkit presents a clear plan to help protect your income and enjoy the retirement you’ve worked so hard to reach.

 

Get Your Free Chapter Today!
Order the Full Book

Retirement Shouldn't Feel Overwhelming. 

 

You’ve saved and worked for decades, but now the questions keep coming:

  1. Will my money last as long as I do?
  2. How will inflation and healthcare costs affect my future?
  3. What happens if the market takes a downturn?

Without a plan, these uncertainties can steal the joy from retirement.

Meet your Guide

 

R. SHERWOOD GREER, CFP®, RICP®

R. Sherwood Greer is a CERTIFIED FINANCIAL PLANNER professional and a RETIREMENT INCOME CERTIFIED PROFESSIONAL licensee.

Sherwood understands the fears and questions that come with this season of life. As a financial advisor and educator, he’s spent 40+ years guiding families through retirement decisions with wisdom and clarity.

Now, in The Retirement Income Toolkit, he shares the same proven strategies he’s used to help hundreds of people move from uncertainty to greater confidence.

Sherwood enjoys life with his wife, Madonna, in the Greensboro, NC area.

What You'll Learn in the Toolkit 

This book addresses the fear and uncertainties many people face as they approach retirement. With rising healthcare costs, fewer pensions, and the complexities of Social Security and taxes, traditional retirement planning often falls short of providing peace of mind. This book introduces a holistic approach to retirement planning focused on strategic planning beyond traditional investments.

In helping the reader build their own Retirement Income Toolkit, the author shares strategies that have helped hundreds of clients secure a stable retirement. The goal is to empower readers with the steps they can take now to enjoy a worry-free retirement and financial security, no matter where they’re starting from. 

 

Three Benefits From Reading the Book:

  • Proven Strategies – How to safeguard your retirement income from common risks.
  • Step-by-Step Guidance – A practical framework that goes beyond investments.
  • Greater Confidence for the Future – The clarity you need to enjoy the retirement you’ve dreamed of.

Take the First Step Towards a Confident Retirement.

Get Your Free Chapter Today!
Order the Full Book

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