Foundations of Retirement By Brian Vosberg, CFP®, MSTAX, MSFS, ChFC®, CLU®, RICP®, EA
“Foundations of Retirement” bridges the emotional and practical sides of financial planning, showing you how to work with your deeply ingrained financial beliefs to build a plan that reflects your values. With clear strategies, practical tools and inspiring stories, this book is there to help you create a retirement that balances long-term security with the freedom to enjoy life’s moments.
Drawing from his own story of resilience and decades of professional experience, Brian Vosberg shares the insights you need to make your retirement not just something you prepare for — but something you look forward to.
Build your foundation for a fulfilling retirement today!
Inside this book, you’ll learn:
- Your Financial Mindset:
Understand how your unique perspective on money influences your retirement planning and how to leverage it to your advantage. - Real Strategies for Real People:
Gain tools and actionable steps to build a retirement that supports your lifestyle and values. - How To Balance Your Goals:
Learn to integrate long-term security with the freedom to pursue joy and meaning in your retirement years.
Fill out the form below to receive the first chapter of “Foundations of Retirement”.
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Vosberg Wealth Management
626.358.5458
vosbergwealth.com
Content prepared by Advisors Excel.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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