Fit To Retire

Fit To Retire

We are proud that Herb Allen is Rockford’s only CERTIFIED Fit-to-Retire Coach, offering guidance and direction in many facets of life as you approach retirement.

The Fit-To-Retire assessment helps you determine your readiness in

5 AREAS OF RETIREMENT SUCCESS

HOW DOES IT WORK?

  1. This is a no cost, no obligation way to gauge where you are in road leading to retirement. Take our exclusive psychometrically-designed Fit-To-Retire assessment, a seven-to-ten minute survey that will determinehow prepared and enthusiastic you are in each of the five critical areas.

    Start Assessment

  2. Then, allow us to guide you through your customized Pre-Retirement Checklist, a comprehensive to-do list that will get you ready on every level. Schedule a meeting with Herb, Rockford’s only certified Fit-To-Retire coach to get this comprehensive report.

    Schedule a Meeting

  3. As you get closer to the big day, we will design a Retirement Playbook, personalized just for you, filled with suggested activities and goals so you can hit the ground running!

Watch this short video to find out more about the Fit-To-Retire Readiness Roadmap.

Let us show you how you can get the most out of the

3 SEASONS OF RETIREMENT

Start Your Accessment

 

Mainstreet Financial Group. is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. A Registered Investment Adviser

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