This is the essential roadmap to the retirement of your dreams.
You only get one shot at retirement. What if you run out of money? Can you afford to quit working? Do you wish you had a clear financial plan because you don’t want to make a mistake with your life savings? You crave clarity, but the sheer number of decisions is overwhelming.
Keith Wiltfong has helped hundreds of people like you navigate the complexities of retirement planning. Make Life Happen features a step-by-step holistic approach to your finances and life goals that enables you to create the best retirement possible.
This self-tailored plan for success includes detailed long-term income and investment planning. It takes taxes and healthcare into consideration, as well as your charitable giving and legacy wishes. Make Life Happen will help you make better decisions, live out your dreams, and retire in confidence.
Om författaren
Keith Wiltfong, CFP®, is the Founder of Capstone Investment Management, LLC. A Yale-certified Certified Investment Management Analyst®, he focuses on holistic financial planning, providing clients with a comprehensive, actively managed, results-oriented, progressive, and sustainable money management platform. He holds a Series 65 securities license as well as insurance licenses in various states. He earned an MBA and Master of Science in Information Technology from the Florida Institute of Technology.Keith enjoys finding balance in golf, Cross Fit, and spending quality time with his family. He and his wife, Deidre, along with their three children, love taking vacations together. They live in sunny Palm Coast, Florida.
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