RETIRE HAPPY

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KNOWLEDGE IS POWER

These complimentary paperbacks provide you with powerful content to help you understand what it takes to retire…and to make your finances last.

Request a copy, by filling out the form below, and arm yourself with knowledge that can help reach your retirement goals so you can Retire Happy.

“THE POWER OF ZERO”
BY DAVID MCKNIGHT

“STRESS-FREE RETIREMENT”
BY PATRICK KELLY

“THE BUCKET PLAN”
BY JASON L. SMITH

YOUR DTS BROCHURE

If you also requested a call, we’ll be in touch to schedule a time that works best for you. Please check your inbox for your email confirmation.

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT