Learn more about the SEVEN things you need to do before you retire with this guide:
Determine Your Retirement Goals
Select a Retirement Date
Maximize Your Savings
Get a Portfolio Check-Up
Develop a Social Security Claiming Strategy
Have a Financial Plan
Look Beyond the Money
Meet Kim Curtis
I’m Kim Curtis, CFP®, ChFC, CLU, CAP, AEP, MSFS, founder and CEO of Wealth Legacy Institute. I am a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy and Free published by Financial Literacy Press. I have been fortunate to have the opportunity to be profiled on NBC, CBS, ABC, FOX, CW as well as Forbes and the Wall Street Journal.
The origins of Wealth Legacy Institute began as a response to shady practices of many financial brokerage firms, such as hiding fees and commissions within long and intentionally complicated fine print. It became clear to me that employees in big brokerage firms were simply salespeople working towards the interests of the brokerage firm, not necessarily the client.
At WLI, we are an independent, Registered Investment Advisory (RIA) firm filled with humanity that puts clients first, not last. We focus on a highly personal client-centric planning model which has been recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of our firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.