Retiring FITT

Retiring FITT: a comprehensive road map to planning your retirement

Retiring doesn’t have to be scary, overwhelming, and confusing. Retiring FITT is a proprietary system designed to empower retirees to make good decisions when going through the retirement process. Systematic and organized, Retiring FITT looks at the entire picture and provides the missing pieces, helping alleviate fears of making critical and permanent mistakes. 

Rather than offering general, overly broad guidelines, or focusing on rollovers and insurance alone, Retiring FITT allows you to consider all aspects of how retirement may affect your family’s financial health for decades to come. Retiring FITT not only considers your personal data, timelines, pensions, social security funds, compensation plans, insurance, 401(k)s, and IRAs, but also addresses more comprehensive concerns such as purpose in retirement, philanthropy, legacy, budgeting, education, major purchases, and more.

The system covers 25 different aspects of retirement and helps you enter retirement with a solid action plan.

By placing the power back in your hands and away from sales people, you will see the mystery behind retirement melt away. Aiming to provide you with financial independence today and tomorrow, Retiring FITT takes you from the point where you’re dreaming about retirement all the way through the years following your official retirement.

Retiring FITT puts you, the investor, in the driver’s seat. We really believe this system is going to change the conversation about retirement in Atlanta and around the country.

Four Typical Concerns of Retirement Planners
Four Typical Concerns of Retirement Planners

Retiring FITT Addresses 25 Crucial Retirement Topics
Retiring FITT Addresses 25 Crucial Retirement Topics

 

Retirement Readiness Workshop
Friday, November 10, 2017
10 am to 3:30 pm.

You've been planning for your retirement since your career started but when you are finally ready, will all of the hard work pay off? It's time to get to work and find out. We're hosting a Retirement Readiness workshop on Friday, November 10 from 10:00 am to 3:30 pm to help folks just like you make sure they are truly prepared.

Join AFA as we host Commonwealth Financial Network's Joni Youngwirth for this interactive workshop where we consider the aspects of retirement planning beyond the financials. We will cover:

  • Career & work
  • Health & wellness
  • Finance & insurance
  • Family & relationships
  • Leisure & social
  • Personal development

The workshop will be individually customized for each attendee. Registrants are asked to complete a short, online assessment – prior to the session – which focuses on twenty dimensions of retirement success. During the workshop, you will be presented with the results of your survey as well as insight to help you decide where to put more energy in preparing for this life transition.

Since space will be limited, please RSVP today to Angela Fernandez - 770-261-5380 or afernandez@atlantafinancial.com.

Early or Forced Retirement

Where You'll Live in Retirement

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