The New Retirement –That Most Americans Will Have To Get Used To – And How To Avoid It. 

Congratulations! 

You’ve already taken the first step to securing a financial future you design for yourself by clicking play on this video. 

Hi, I’m___________, founder of ____________ Wealth Management. (SHOW LOGO HERE) 

If you’re within ten years of retirement or already retired and have over $250,000 in investable assets, then keep watching. 

The new retirement reality that most Americans are living in now, includes 

having to work part-time, 

being worried about making ends meet each month, 

inflation, 

tax demands, 

and sky-high medical bills.

It basically means living a much lower standard of living than during the working years. 

If this is your current state or you’re worried it will be soon, 

then click on the button below to schedule a call with __________ Wealth Management. 

This may not be for you if you have more than ten times your annual income saved and it’s tucked away in a well-allocated portfolio of investments. 

Otherwise, if these worries sound familiar, this may be the most important call you ever get on. 

It’s not your fault if you don’t already have all the answers on how to avoid this new insecure retirement lifestyle. 

However, 

when it comes to retirement planning, you don’t have to do it yourself or follow advice from a book that becomes outdated a year after it’s published. 

What you want in your planning process is the most up-to-date information. 

You can be confident and plan a retirement that allows you to live a life closer to what you’ve been used to if you work with a certified financial advisor.

An advisor can analyze your current situation and determine a path forward that suits your individual needs. 

With a financial advisor, you’ll have someone who has spent dozens of years analyzing retirement plans and discovering what works and what doesn’t for every circumstance. 

Working with a financial professional is like having a security guard for your nest egg. (smile) 

And the best way to build that security in retirement that you’re hoping for is to start now. 

You can click on the button below the video to book a free call with one of our advisors. 

___________ Wealth Management develops one-to-one relationships with each of our clients. 

We help clients from all over the country and we’d be thrilled to help you achieve the retirement of your dreams. 

Whether you talk with us virtually or in person, we treat you like one of the family. 

To get ___________ on your side, just tap the button below. Pick a date and time that works for you. 

After the initial call, if we think we can help you reach your retirement financial goals, we’ll schedule our first full-length planning session.

Once again, I’m _________. 

Founder of __________ Wealth Management. 

(SHOW LOGO HERE) 

I’m a retirement planning counselor and national social security advisor. (SHOW THOSE 2 LOGOS HERE) 

I’ve been published in Marketwatch, CNBC, NBC, CBS, and Fox, to name a few. (LOGOS HERE) 

I was also named one of 14 game-changing entrepreneurs to watch in 2023 by Maxim. 

(MAXIM LOGO) 

So if it feels right for you, book a call with us below and we’ll get to work together on making sure you’re on the right financial track for your second act. 

Thanks for watching. 

And remember, retire with __________. 

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ON SCREEN MESSAGE at the end of VSL: 

Interested in learning more about _________ Wealth Management and how we can help? Call us at ___________ to speak with a representative.