Hello, I’m Erik Sussman, CEO & Founder of The Institute of Financial Wellness.
Congratulations on signing up for your IFW Retirement Roadmap. I want to make you a promise! We will do everything we can, to ensure you have a delightful and valuable Retirement Roadmap Experience.
Please watch this video I made for you (less than 1 minute long).
The roadmap, along with guidance from your Certified IFW Financial Professional, will help you:
Lower or possibly eliminate your taxes in retirement
Mitigate the effects of market volatility on your portfolio.
Make sure you never run out of money in retirement.
Remember, every IFW Financial professional is thoroughly vetted, qualified, and experienced so I am sure you will enjoy a valuable and productive meeting.
We are excited to help you “Get There”!
IFW Ceo & Founder
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