Retirement Readiness Checklist

This Checklist includes a list of action items to consider as you prepare for retirement. The more information you have, the better you can prepare for one of life’s biggest transitions.
Retirement Planning Checklist

Our Retirement Readiness Checklist covers items in five important retirement-related areas:

  • Generating Retirement Income
  • Investing in Retirement
  • Taxes and Cash Flow
  • Health Care and Insurance Planning
  • Estate Planning

This free, 2-page PDF has over 20 checklist items to help you feel more confident so you can retire with peace of mind.

Retire With Confidence and Peace of Mind

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About Burney Wealth Management

Some Wealth managers give you the same pitch full of impersonal metrics, making you feel like just a number in a confusing system.

At Burney, we personalize wealth management to your unique story and rely on almost 50 years of leadership, innovation, and fiduciary responsibility.

So get treated like a human, get a clear plan, and know your wealth is in caring and competent hands.

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