Planning for Life Podcast
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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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
