RETIRE EARLY:
A 5-STEP WORKSHOP WITH A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Thinking about financial freedom, but don’t know where to start? FREE 5-STEP WORKSHOP!
Take action now with Pedro Gomez, a Certified Financial Planner™ professional’s 5-step workshop to achieve your dream work-free life!
- August 09, 2024, 1 P.M. EST
Who Is This Workshop Ideal For?
This workshop is perfect for:
- Pre-Retirees: Individuals aged 45-60 who are actively planning for retirement and seeking ways to accelerate their timeline.
- Mid-Career Professionals: Professionals in their late 30s to early 50s who are starting to seriously think about achieving financial freedom and long-term financial security.
- High Earners: Individuals with substantial incomes looking to reduce tax liabilities and optimize their wealth to achieve financial freedom earlier.
Six Key Takeaways You Will Gain After This Workshop
- A personalized plan outlining your ideal retirement lifestyle, tailored to your unique financial goals and aspirations.
- An accurate assessment of your current projected retirement age, along with actionable strategies to potentially reduce it by up to 10 years.
Detailed insights into the early, middle, and late stages of retirement, including practical techniques to estimate realistic retirement costs using the SMILE formula or other expense strategies.
Proven methods to develop multiple passive income streams, providing financial security against unexpected higher inflation, market drops, and potential cuts to social security benefits.
Advanced tax planning strategies designed to minimize your tax liabilities and maximize your savings, potentially saving you thousands of dollars.
Tools and strategies to rigorously stress test your retirement plan against various risks, ensuring your plan is robust and you can retire confidently the first time.
Ready To Take Your Retirement Plan to The Next Level?
Meet Pedro Gomez, Your Financial Advisor
Pedro Gomez, CFP®
Global Client Advisor
Hi, I’m Pedro Gomez, a
Certified Financial Planner™ Professional.
With over 14 years of experience in financial advising, I have worked with major firms like Merrill Lynch and Morgan Stanley. Recognizing the increasing risks from social security, inflation, and government spending, I decided to focus on my passion: helping Americans design their dream retirement lifestyle.
As an experienced CFP® professional and licensed Financial Advisor, my mission is to help pre-retirees maximize their life experiences by retiring years younger than the status quo. Living MORE with LESS is the key to financial freedom. I work with clients to reduce their expenses while maximizing their life experiences, using advanced tax strategies to save on taxes and reinvest those savings.
I immerse myself in top retirement destinations and blog about my experiences at www.globalfinancialplan.com. This allows me to offer unique insights and tools to help clients decide if a destination is right for them. By comparing the financial scenario of retiring in their dream destination versus a U.S.-based plan, I help clients understand each option’s benefits and potential drawbacks.
I am dedicated to assisting pre-retirees in achieving financial independence and living their best lives. My goal is to help streamline their finances so they can enjoy a worry-free and fulfilling retirement.
Ready to transform your future and achieve financial freedom sooner?
Don’t wait! Secure your spot now in our exclusive 5-Step Workshop. Spaces are limited to ensure personalized attention and in-depth Q&A. Click below to reserve your seat and start your journey toward financial independence today!
Brickell Financial Group LLC Links
DISCLAIMER
Claims of retiring 10 years younger or earlier are based on the average American pre-retiree in their early 50s looking to retire at the full retirement age of 67. Individual results may vary based on personal financial circumstances and market conditions.
Investing involves risk, including the potential loss of principal. There is no assurance that any investment strategy will achieve its objectives.
The information provided in this workshop is for educational purposes only and does not constitute financial, tax, or legal advice. Consult with a qualified professional for advice specific to your situation.
Advanced tax strategies discussed in this workshop should be reviewed with a qualified tax advisor. Individual tax situations vary, and the strategies discussed may not be suitable for all investors.
Past performance is not indicative of future results. The examples and strategies presented are based on historical data and should not be considered guarantees of future performance.
Substantially Equal Periodic Payments (SEPP) strategies allow penalty-free withdrawals from 401k plans under specific conditions. However, it is essential to follow IRS rules precisely to avoid penalties. Consult with a financial advisor to ensure compliance with IRS regulations.
Pedro Gomez is a Certified Financial Planner™ Professional and licensed Financial Advisor. Brickell Financial Group LLC is registered with the Florida Office of Financial Regulation.
Your privacy is important to us. All information provided during the registration process will be kept confidential and used solely for the purpose of this workshop.