We understand the transition into retirement is one of the most exciting decisions of your life. But successfully navigating your new world in retirement requires planning, education, and experienced advice. That’s where we can help. Retirement is full of challenges that weren’t an issue during your working years. You will need to know how to identify and address the five major risks in retirement. If you have the choice of selecting a pension, you will want to know the best option for you and your spouse. If you’re not sure on how to best leverage your Social Security benefit, we can help. We believe in providing education and information to help you make educated decisions for your retirement plan. We believe in building relationships and not transacting sales. We believe in helping you create a holistic and complete retirement plan. Our focus is on helping you realize the retirement you’ve worked for all those years. Give us a call and let’s have a “Get Acquainted” conversation so you can get to know us and how we can best serve you. Listen to Tim’s new podcast “Whisler While You Retire” to hear him help you create a greater sense of confidence about your retirement plan. Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC. Pursuant to IRS Circular 230, strategies discussed intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney.