Retirement Plan Checklist

By Barber Financial Group

January 11, 2019

Your Retirement Plan Checklist

When it comes to retiring, there are a lot of potential trap doors and events you may never anticipate. Some of these financial surprises could potentially decimate your retirement. That’s the last thing you need when you’re 75 or 80 years old and it’s too late to recover.

In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey. This is by no means a replacement for a well thought out and executed financial plan. However, it will get you heading in the right direction.

Get Your Copy of the Retirement Plan Checklist

Follow along with Dean in the video by downloading your copy below.

Once you have reviewed this checklist, I invite you to discover our proprietary Barber Financial Group Guided Retirement System™ by scheduling a conversation with one of our planning teams. If you’re on the right track and your current plan is sound, we will tell you. If there are things we see that will help you on your journey, we can guide you through those opportunities and help you avoid mistakes.

Schedule Complimentary Consultation

Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Then it’s just two simple steps to schedule a time for your Complimentary Consultation.

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Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.

The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.