Five Important Steps to Planning a Secure Retirement

[@M22Research]

Been watching and learning from your videos for a couple years. This the first time I’ve seen your process so thoroughly laid out. We’re semi-retired and plan to completely retire within 2 years. I’m pretty comfortable with our overall plan and have been using a popular Monte Carlo retirement planning package. But I realize having another set of eyes and advice for me as well as for my wife if I die first, would be wise. While we’re not yet completely comfortable with engaging an out of state firm, we do like the wide scope of of your process, particularly if that scope is included in your standard fee.

[@OakHarvestFinancialGroup]

Hey @M 22, Thank you for your support! We appreciate that you enjoy our content. Feel free to click the link below to speak to one of our advisors if you have any questions: click2retire.com/5steps

[@Revo2222-j2u]

Do you take clients out of state ? I live in Pennsylvania but your group seems upfront & honest .

[@4score]

The fact that your question was posed over a month ago with no reply is very worrisome.

[@careym8437]

We’re sold. We really want to work with you but we aren’t retired yet and most of our savings is in my husbands 401k. and he is 2-4 years from retirement. I know we need to do Roth conversions but don’t know how or when.

[@OakHarvestFinancialGroup]

Hey @Carey M! We would love to help! Please click the link below to request a free consultation with our financial advisors: click2retire.com/5steps