Welcome to the BRAND NEW "Retirement & Tax Planning" Group!
Hosted by Zach Bradford, CFP®, WMCP® ($130MM+ Money Manager)
I wanted to create a place where pre & early retirees could get access to institutional level advice, at an incredible value!
WHAT MEMBERS GET WHEN THEY JOIN ❗
Members get INSTANT access to the following Guides:
- Retiree's Guide to Investment Planning
- Fundamentals of Estate Planning
- Distribution Strategies for Retirees
- Should I Do a Roth Conversion Flow Chart
- 5 Steps To A Perfect Retirement
- Social Security Overview & Strategies
Members also get exclusive educational content posted DAILY:
- Daily Stock Market Updates Plus Insights & Commentary 📰
- NEW Retirement Guide Each Month (on various topics) 📘
- LIVE Q&A/Training Sessions Every Other Thursday at 7pm CT❓
- Exclusive Videos 📺
- Access to a CFP 🤵
- More Content Exclusive To This Group Only 🎁
If you're a pre/early retiree... this will be the most valuable group you ever join!
See you in there,
-Zach Bradford, CFP®, WMCP®
Private group
We help Pre & Early Retirees be better investors and pay less taxes through understanding all things retirement related and maximizing every dollar 💸
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