Retirement Readiness








How cloudy are your plans?

Client Centered

To most people, retirement readiness means financial planning. But while the financial piece is mission-critical, the fact is, many other factors will influence the quality of your retirement years. Consider these issues that many aspiring retirees overlook:

  • How will I spend my time?
  • What will be my pursuits?
  • How will I remain active and socially-connected?
  • Will I capitalize on my skills and interests?
  • How will I involve my family and friends, my health care providers and other members of the community to be certain my needs are met?
Client Centered

Many factors must be coordinated to achieve a happy, healthy, and secure retirement. 

At Wrenn Financial Strategies, our comprehensive retirement readiness approach involves both your money and your life. It provides a blueprint to identify, evaluate, prioritize and balance all the components associated with one of life’s greatest personal challenges.

For additional clarity, contact Max or Frances to discuss your retirement readiness.