Are You Over 50 And Thinking About Retirement?
If so, you’re not alone. Millions of Americans are approaching retirement age, and it’s important to start planning now.
But retirement planning can be daunting. There are so many things to think about, from finances to health to lifestyle.
That’s why we created this landing page. We want to help you understand the 5 keys to a successful retirement.
The 5 keys are:
- Financial security. You need to make sure you have enough money to live comfortably in retirement.
- Good health. Retirement is a great time to enjoy life, but you need to be healthy enough to do so.
- Strong relationships. Retirement is a time to spend time with the people you love.
- Purpose. You need to find something that gives your life meaning in retirement.
- Flexibility. Things don’t always go according to plan in retirement, so you need to be flexible.
We know that retirement planning can be overwhelming. That’s why we’re here to help.
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COMPLIMENTARY EBOOK
We offer a variety of resources to help you plan for a successful retirement, including:
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Guides and calculators to help you assess your financial situation and retirement needs.
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Articles and blog posts on a variety of retirement topics.
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A retirement planning workshop where you can learn from experts and get personalized advice.
We’re here to help you make the most of your retirement.
Visit our landing page today to learn more about the 5 keys to a successful retirement.
We look forward to helping you plan for a happy and fulfilling retirement.
Kevin Brucher
PRESIDENT / CEO of Silver Leaf Financial, Inc.
Kevin has served in the financial industry since 1990, helping clients preserve and grow their assets, increase their retirement income, minimize their taxes, and transfer wealth to their heirs more efficiently. He founded Silver Leaf Financial in 2003 on a mission to help his clients pursue their retirement dreams, while daily earning the trust they place in him. He loves the moment when he sees clients become comfortable and relaxed, knowing that they have a strategy in place that will help them accomplish their financial goals.
Kevin began his career as a financial advisor with a regional securities firm, quickly rising to become a supervising branch manager and registered principal, supervising the daily activities of more than 50 financial advisors and administrative personnel. Considered by many long-term clients as a friend, his ability to be a good listener has led to many confiding in him more than they do their own children. His clients come from all backgrounds and from around the world, and he has been retained by the State of Florida Department of Financial Services as a subject matter expert. Kevin holds Series 63 and 65 securities registrations and is life and health insurance licensed.
Born and raised outside of Chicago, Kevin earned a degree in Psychology from the University of Florida. He and his wife, Tamara, celebrated their 25th anniversary in 2019, and she has been an integral part of the business for over 10 years. Kevin enjoys hiking and fitness and loves working on his golf game. He also competes in dog agility trials with their dog, Sparky. Previously he competed with Zonda, who has also accompanied Tamara on over 550 pet therapy visits to local assisted living facilities through Hospice of the Valley. Zonda has now retired from Agility, and pet therapy after earning the highest designation awarded by the American Kennel Club (AKC), Distinguished Volunteer.
Let’s take a look
Are you confident that you will be able to retire and not run out of money? Are you concerned about higher inflation, higher taxes, and what market volatility could do to your retirement savings? If you answered yes, our Second Opinion Service was designed just for you.