Transform Your Inheritance or Windfall into Your Retirement Dreams

While chances for sudden “out of the blue” wealth are slim, you are far more likely to get an inheritance or other financial windfall than you may initially think. Not only are baby boomers retiring at record rates, but almost $4 trillion of wealth is currently held by families with life expectancies of less than 10 years. In many cases, a windfall may be your last shot at financial security, and we don’t want you to blow it!

Instant Retirement: Transform Your Inheritance or Windfall into Your Retirement Dreams is based on nearly 50 years of combined experience in the financial industry. It offers information on everything from creating and implementing a financial plan to monitoring and adapting that plan to picking a financial planner, and much, much more.

While many consider it a blessing, a major windfall can result in an equally devastating financial disaster.  This clear, unbiased, step-by-step guide will help you manage your windfall and create a secure financial future.