Our Top Unique Planning Challenges


Don’t Fall for a Cookie-Cutter Retirement Plan 

Mmmm, fresh baked cookies. Yum!

When it comes to baking cookies, a one- size-fits-all cookie cutter is a great thing.

After all, you don’t want your “person- shaped” cookie missing a head or a foot!

But, with your retirement plan? One-size- fits-all is no good. In fact, it’s a really bad  thing for you.

Today’s episode will show you the secrets to a truly customized retirement plan – built just for you!

Imagine you went to buy a new shirt at the mall but they only have XXX-Larges and you’re a size small. You certainly wouldn’t buy that shirt either.

So, how do you get a customized retirement plan? How do you ensure your plan is specifically designed for you and your needs? 

Don’t make the mistake of having a one-size-fits-all retirement plan. You deserve better!

Listen to today’s podcast to find out how to build a custom retirement plan just for you.

(P.S. Be sure to listen to the part about building your plan to prepare for the dangerous “what-ifs” you may encounter!)

See you on the show!

— Steve and Gabriel

P.S. Here’s How We Can Help You With Your Finances Today:

  1. Schedule a free 30-minute introduction meeting or call today
  2. Get your free Retirement Income Analysis and Financial Health Assessment
  3. Let SGL Financial help you develop your Financial Roadmap to a secure retirement

Request Your Free Consultation Today
(847) 499.3330