The Reveal: Stepping Across The Line Into Retirement

by Bryan Sommer

Overview

DISCOVER YOUR PATH TO AN IDEAL RETIREMENT
Retirement is fast approaching—one day you’re working hard to pay the bills, and the next you’re free to spend as you please. But in order to enjoy the fruits of your labor the most in retirement, you’ll have to prepare. That’s where The Reveal comes in.
Experienced investment advisor Bryan Sommer has helped families develop financial plans that will support them throughout their lives and beyond. Inside, you’ll learn from successful retirees how you can reduce your financial risks, so you can fulfill your dreams and enjoy your retirement years with confidence. Whether you’re nearing retirement or already there—this book can help.

Product Details

ISBN-13:	9781599327440
Publisher:	Advantage Media Group, Inc.
Publication date:	11/18/2016
Pages:	168
Product dimensions:	6.00(w) x 9.00(h) x 0.36(d)

About the Author

BRYAN SOMMER is an investment advisor and portfolio manager with CIBC Wood Gundy. Bryan works closely with families and individuals to develop a financial plan that supports their goals and allows them to preserve and grow their wealth.

Table of Contents

FROM CANDY TO BUGATTIS NEW HORIZONS DREAMS FULFILLED TRUSTING THE QUARTERBACK WEIGHING THE RISKS TAX SAVVY ENOUGH FOR A LIFETIME TAKING CARE OF BUSINESS SECURING YOUR LEGACY ONWARD TO ABUNDANCE Appendix I: Financial Vision Appendix II: Goals-Based Reporting Appendix III: Roadmap Appendix IV: Tax Tips About the Author