Planning for Life Podcast

We all dream of having a secure retirement. If you’re a business owner, your dream probably extends to your employees; you want your team to achieve a secure retirement too.

Carl Coolidge and his team at Jacobs Coolidge & Company, LLC feel strongly about helping their clients and clients’ employees retire with security. This desire, coupled with Carl’s awareness of how the competitions’ retirement plans were lacking step-by-step processes, fuelled the creation of their SECURE® process. Carl and his team use this highly detailed process to help their clients reach their pot of goals at the end of the rainbow – retirement!

Find out how you can ensure that your retirement plan is SECURE® as Carl Coolidge outlines his trademarked process.