You don’t need to work longer; you just need a better plan.
Schedule a consultation to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

"Retirement is uncertain, but a written plan brings clarity and comfort to every decision."

Chapters
0:00 - Introduction
0:30 - How Written Plans Impact Retirement Confidence
0:55 - The Comfort of Visualizing Financial Decisions & How We Use the 'Charted Retirement Course' Tool
1:30 - Simulating Financial Scenarios with Software & The Importance of Adjusting Your Plan Over Time

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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

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