Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
October 29, 2018 Episode #3

How To Be Secure At The End Of The Rainbow – Your Retirement

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. 

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