Simplify Your Retirement® book

Thank you for requesting your FREE copy of Chapter 1: “Phases of Investing: What You Need to Know Before You Plan.”

Simplify Your Retirement® was written with the intention of sharing decades of retirement planning experience with pre-retirees and retirees who are ready to:

Clarify their retirement goals

Create a retirement plan that supports their desired lifestyle

Develop a holistic plan that goes beyond saving and investments

You only get one chance to retire. Simplify Your Retirement® explains how to plan for it.

Meet the Author

As Seen On

Stephen Stricklin, CFP®, CKA®

President & CEO

Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Kingdom Advisor™, and he holds insurance and securities licenses. He is the author of the book, “Simplify Your Retirement” and the founder of the Simplify Your Retirement® educational workshop.

Stephen has served as financial advisor counsel for the Insured Retirement Institute for several years. In 2022, he earned a national award “Advisor to Watch” for being one of the fastest-growing firms, among other criteria.

Want to receive the full book?

Join us at one of our next live classes. Our Simplify Your Retirement® live educational events are designed to teach you the principles of retirement planning and how to set retirement goals. We cover the challenges retirees face and how to address them, as well as a simple and effective “Three Bucket Approach” to financial planning in your retirement years.

We believe that education should take someone from information to transformation, from knowledge to wisdom.
Join us at our next educational event!