Overview

"In this captivating book on retirement planning, Mike Lockwood shares his extensive experience and real-life stories, providing valuable insights for readers of all backgrounds and financial situations. Drawing from his years of helping clients navigate retirement, Mike covers all aspects of the journey and emphasizes the importance of stress testing your plan with a ""what-if"" approach. Written in his signature client-centric style, Mike's easy-to-understand language and practical ideas offer solutions to real-life problems. The foreword, written by a seasoned industry leader, highlights Mike's unique caring approach and comprehensive planning process, ensuring that readers are in good hands as they embark on their own financial journey. Whether you're just starting or already planning for retirement, this book is a must-read for those seeking confidence, security, and a rewarding quality of life. ABOUT THE AUTHOR: MIKE LOCKWOOD, CFP(R) Michael Lockwood, an experienced Investment Advisor Representative at Lincoln Financial Advisors, has built a loyal client base over his 35-year career through referrals from satisfied clients and financial experts. Based in Irvine, California, Mike and his team provide exceptional investment and insurance products and services, with a focus on professionals, executives, and retirees. Mike conducts seminars on investments and financial planning and prioritizes open communication and tailored solutions to meet each client's goals and risk tolerance. With a bachelor's degree in finance and marketing, Mike holds certifications as a CERTIFIED FINANCIAL PLANNER(TM) practitioner and Chartered Retirement Planning Counselor (CRPC(R)). He has been nationally recognized as Lincoln Financial Group's ABS Advisor of the Year and serves on The Resource Group (TRG) board. Outside of work, Mike finds joy in traveling alongside his loving wife of 31 years, Michelle. Their hearts swell with pride for their children: Nick, who has joined the practice as a financial advisor, their daughter Lauren, who wholeheartedly embraces her role as a teacher in the beautiful wine country of Northern California, and their youngest son, Grant, who is currently pursuing his Business degree at Cal Poly Pomona."

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9781955242523

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