Are you within five to seven years of retirement and feeling uncertain about the future? Avery Wealth, led by Dan Reese, helps individuals like you redefine retirement and discover new passions.

Today on Ramp Up to Retirement, Dan Reese talks about the origins of Avery Wealth and their focus on guiding clients through personalized retirement planning. He shares heartwarming stories of clients who found newfound enthusiasm in retirement by exploring their passions. Tune in to learn how a professional and relatable financial advisor can help you navigate your retirement journey.

Dan discusses: 

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• His transition from being a State Farm agent to founding Avery Wealth, focusing on comprehensive retirement planning
  
• How Avery Wealth assists clients in envisioning and planning their ideal retirement lifestyle
  
• The importance of staying engaged and finding fulfilling activities in retirement
  
• What his practice looks like at Avery Wealth
  
• Avery Wealth’s holistic approach to meeting new clients
  
• What to expect in your first meeting with him at Avery Wealth
  
• What to expect in our next episode
  
• And more
  

Resources:

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• Carson Wealth Retirement Readiness Quiz
  

Connect with Dan Reese CFP®:

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• Avery Wealth
  
• LinkedIn: Avery Wealth
  
• LinkedIn: Dan Reese
  

Disclosure

The opinions voiced in Ramp Up to Retirement with Dan Reese are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show may not be affiliated with CWM, LLC. Views and comments by guests may not be representative of CWM, LLC.  Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.