Peace & Possibilities

About the Book

Financial peace of mind in retirement is not achieved by accumulating assets. Rather, it is achieved by establishing sustainable income streams that are sufficient to maintain your standard of living. The first and perhaps most crucial step in your planning process is selecting a financial professional. You should choose an advisor who is obligated to a fiduciary standard and who must do what is best for you and your family. At Retirement Income Strategies and Investment Strategies, our mission is to provide each client with financial peace of mind. As fiduciaries, we achieve this mission by creating and updating a comprehensive, customized retirement plan called a Retirement Income Plan. This book will show you the importance of creating this strategic, thoughtful plan for your financial future and explain our process of working with clients.

About the Author

Rhett Wood and Mark Rose are fiduciary investment advisors with Retirement Income Strategies and Investment Strategies located in Oklahoma City, Oklahoma. They have a passion for helping others reach their retirement goals and teach numerous retirement planning seminars. Both Rhett and Mark have been featured on local television stations and co-host a weekly podcast called The One About Retirement. They both are Investment Advisor Representatives who hold their securities licenses, specializing in Social Security maximization and retirement planning.