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How Can I prepare for retirement?

Request our complimentary Retirement Kit! It features helpful guides on spending retirement income, taking charge of taxes, and outlining your wishes with an estate plan. It’s a great way to get started.
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Work with a SmartVestor Pro

Working with a financial advisor doesn’t have to be intimidating. As a Dave Ramsey SmartVestor Pro we have the heart of a teacher. No matter where you are on your babysteps we are here to help you on your financial we can help. Schedule strategy session today so we can help.
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Will I have enough?

Whether enough means the freedom to work less or not at all, having a positive impact on something you care about, more family time, or traveling the globe, we’ll help you plan for what matters most. Let’s find out.
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IS MY RETIREMENT ON THE
RIGHT TRACK?

Find out if you are on track to meet your goals

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ARE YOU READY TO BUILD A TAX EFFICIENT RETIREMENT STRATEGY?

Request the complimentary retirement tool kit, you’ll receive a copy of my book and a retirement checklist that will help put you On-Track to living the retirement you’ve always envisioned

You’ll learn:

  • • How to potentially save taxes in retirement
  • • Ensure your portfolio is positioned for up and down markets
  • • Retirement planning tactics that could put on On-Track to hit your goals
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CONTACT US

OFFICES

Christiansburg Location
1055 W. Main St.
Christiansburg, VA 24073
Roanoke Location
3130 Chaparral Dr STE 103 BUILDING B, Roanoke, VA 24018

PHONE

540-639-4810
877-636-0317

EMAIL

retire@planwellretirehappy.com

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Phone:
540-639-4810
Phone:
877-636-0317
email:
retire@planwellretirehappy.com

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Address:
1055 W. Main St. Christiansburg, VA 24073 
3130 Chaparral Dr STE 103 BUILDING B, Roanoke, VA 24018  
3311 Old Forrest Rd.
Lynchburg, VA 24501 

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