PHASE 1: DISCOVERY

PHASE 2: STRATEGY

PHASE 3: IMPLEMENTATION

PHASE 4: MONITORING

1. Accessibility & Convenience

Even simple tasks can become a hassle when your advisor lives out of state. Everyday activities like making additional deposits, processing withdrawals, or getting emergency cash are more complicated because documents have to be mailed back and forth.

2. Communication

Studies have shown that many people feel they do not have adequate contact with their financial advisor. This could become more troublesome when the client moves out of state and contact becomes even more difficult.

3. Registration

Each state has unique registration requirements that can restrict an out-of-state advisor from processing transactions that are in the client’s best interests. These registrations are often costly and time consuming

4. Specialization

Retirees face unique challenges. Most advisors in the country help pre-retirees accumulate wealth. However, a local advisor that specializes in working with retirees will have a better understanding of what it takes to make sure you don’t run out of money in retirement. Many local advisors also specialize in legacy planning, another important aspect of planning for retirement

5. Community Involvement

As a local independent advising firm, Estate & Retirement Resources hosts educational and entertaining events that can give you an opportunity to meet other retirees with similar interests. In the past, these events included golf tournaments, wine tastings, polo matches, dances, and more.

6. Related Services

Financial planning, tax preparation, and legal services are interrelated. This is why it is important for your financial advisor, CPA, and attorney to share information with ease. It becomes a seamless process when all three are in the same area.

ATTEND ONE OF OUR INFORMATIVE

LIVE EVENTS!

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more. Seats fill up very fast so please contact us ASAP to reserve your spot. We look forward to seeing you soon at one of our upcoming events.

Our Upcoming Events

Dates: Tuesday, January 20th or
Wednesday, January 21st @ 6:30 PM 
Golden Ocala Golf and Equestrian Club
8300 NW 31st Lane Rd, Ocala, FL 34482

Vital Information about Retirement,
Wills, Trusts and Estate Plans

Location:

Golden Ocala Golf and Equestrian Club
8300 NW 31st Lane Rd, Ocala, FL 34482
 Please arrive 30 minutes early for check in. 
Wealth Management - Financial Security and Retirement Strategies

Download Our Latest Whitepapers:
& Prepare for a Satisfying Retirement

Click here to download any of our numerous white papers that can help you plan and work toward your Dream Retirement. Find out how many retirees and pre-retirees are saving and working toward a rewarding and fulfilling retirement.

• What you need to know to understand your 401k
• Why savings alone may not be enough for your retirement
• How 401k withdrawal options work
• How to plan properly for your Dream Retirement
• How to optimize Taxes in Retirement
… and so much more!

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ADV Part 2A

Check the background of your financial professional on FINRA’s BrokerCheck

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Estate and Retirement Resources, Inc. is not affiliated with Simplicity Investments. Member FINRA/SIPC. Insurance, Consulting, and Education services offered through Estate and Retirement Resources, Inc. Estate and Retirement Resources, Inc. is a separate and unaffiliated entity from Simplicity Wealth.

The rating by the better business bureau (“BBB”) is not an endorsement of the services or products provided by Estate and Retirement Resources, Inc. BBB accreditation does not mean that the products or services have been evaluated by BBB or that BBB has made a determination as to the quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

CONTACT
Office: 352-732-8277
Fax: 352-732-9649

Ocala Office
7500 SW 61st Ave, Suite 700
Ocala, FL 34476
Open Mon thru Fri 9am – 5pm

mriley@myestatepath.com

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