Planning for Life Podcast
The SECURE® Process: Part 1
Today, Carl Coolidge walks you through the first part of their SECURE® process. In this informative podcast, Carl covers the first three letters of the SECURE® acronym: study, explore, and compelling you to action. Carl and his team designed this holistic process to help clients plan for retirement as efficiently as possible.
Carl is here to help you execute all angles of your retirement plan to make sure every dynamic is going to fit your needs.
Feel secure, be secure.
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. State of Domicile: GA. CRN202211-274137
