Synopsis
NOTE: There is a new edition available listed under Sound Retirement Planning: A retirement planning journey designed to achieve clarity, confidence & freedom published October 2018 (Revised & Updated).
See all 3 formats and editions for easy access to this newest edition.
Do you want to transition from career to retirement, but aren't sure how to make it work? Sound Retirement Planning offers the help you're looking for. Financial Adviser Jason Parker gives you information for your retirement planning journey designed to achieve clarity, confidence & freedom. With straightforward advice, Parker helps you plan a retirement based on what's important to you — your personal values, your relationships, as well as your financial goals. This book can give you out-of-the-box ideas to help you:
- Focus your retirement planning on what is most important to you
- Outpace Inflation
- Provide income for life
- Reduce stock market volatility
- Protect against an unforeseen health care event
- Maximize your Social Security income
- Get your legal documents in order
- Optimize your tax planning
- Maximize your cash flow
- Reduce your fees
- Diversify your accounts to adjust to this new economy
About the Author
Jason Parker is the founder of Parker Financial LLC, a fee-based registered investment advisory firm specializing in wealth management for retirees. His office is in old town Silverdale, Wash. Jason grew up in the foothills of Northern California where he attended and graduated from Heald Business College in Rancho Cordova, California with a degree in business administration. Shortly thereafter he moved to Juneau, Alaska where he worked for several years at a small bank and then for a short time at the Alaska Commission on Post Secondary Education. Jason has more than ten years of experience in the financial services arena including banking, insurance and investments. He holds the series 65 securities license as well as being licensed to offer life and health insurance in Washington State. In addition to being a respected investment adviser, insurance professional, and business leader in Kitsap County, Washington, he is a member in good standing with the Better Business Bureau, and the Silverdale Chamber of Commerce. Jason works with a small group of private clients, and he is a well-known financial strategist, speaker, and educator. He is the host of the popular radio program Sound Retirement Radio broadcast on 1300am KKOL on Saturdays at 8 a.m. He is also a regular article contributor to the Kitsap Peninsula Business Journal. He specializes in working with retirees who share the common values of faith, family, community, integrity and honesty. Jason lives in Poulsbo, Washington with his wife, Rebecca (married since 1997), and their two children.
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