Category: Tax Planning
Avery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)

Avery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)

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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: 

  • 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:

Connect with Dan Reese CFP®:

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.

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Who is Dan Reese? (Ep. 1)

Who is Dan Reese? (Ep. 1)

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Are you ready to elevate your financial planning as you approach retirement? Embark on a journey with Dan Reese of Avery Wealth to transform your financial planning into a pathway for a fulfilling retirement.

In this inaugural episode of Ramp Up to Retirement, Dan Reese introduces himself, shares his journey from a curious college student to a certified financial planner with a passion for guiding individuals toward a fulfilling retirement, and talks about why a Certified Financial Planner is crucial for navigating toward a stress-free retirement. Discover how Dan’s approach at Avery Wealth, founded on fiduciary duty, places your needs at the forefront of financial planning.

Dan discusses: 

  • The importance of a financial plan before pursuing investment avenues
  • Understanding the role and value of a Certified Financial Planner in guiding your retirement journey
  • Organizing finances to lead a fulfilling life and achieve personal freedom in retirement
  • The significance of understanding and managing risk in investment planning
  • How Avery Wealth’s fiduciary duty ensures your interests are always prioritized
  • His passion for comprehensive financial planning and coaching in his community
  • And more

Stay tuned to learn more about Avery Wealth in episode 2. Subscribe so you don’t miss an episode uncovering actionable insights on investments, tax planning, and making those pivotal pre-retirement decisions with confidence.

Resources:

Connect with Dan Reese CFP®:

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.

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More