We’re proud to announce the release of Sail To and Through Retirement With the Millstone Advisory Plan, a new book we’ve authored to offer a holistic approach to retirement planning. Our goal is to align financial strategies with personal dreams and goals to ensure a secure and fulfilling retirement.
More About the Book
In Sail To and Through Retirement With the Millstone Advisory Plan, we share our combined decades of experience, providing you with practical advice on creating a retirement plan that supports your long-term objectives. This book emphasizes a people-first approach, considering emotional, physical, and financial needs. We delve into essential aspects such as lifestyle goals, unexpected events, and potential risks, ensuring a well-rounded plan.
“Planning for retirement is a journey, and this book is your road map to financial security and peace of mind,” says Michael. “Your golden years should be spent in joy and fulfillment, and this guide helps you navigate the path to a worry-free retirement.”
“In The Millstone Advisory Plan, we navigate the waters of retirement, guiding you to set sail confidently and steer through the currents of life’s next great adventure,” adds Donald.
Our book covers crucial topics such as investment awareness, explaining how you can make informed decisions, protect against market volatility, and maximize returns. We also stress the importance of estate planning to ensure your assets are distributed according to your wishes, minimizing taxes on beneficiaries, and protecting your assets from potential threats.
Holistic Retirement Planning
If you’re looking for a comprehensive approach to your retirement planning, we highly recommend adding our new book to your shelves. Sail To and Through Retirement With the Millstone Advisory Plan is available by calling Millstone Financial Group at (732) 385-8544.
For additional information on how we can help you align financial strategies with your personal ambitions and desires for a fulfilling retirement, visit millstonefinancial.net or contact [email protected].