Download Checklist

Take the first step toward your ideal retirement

The Social Security decisions can be some of the most complicated retirement choices you must make.

We include tips to help you carefully consider your tax liability and how it might change during retirement.

This checklist includes our "Quick Retirement Income Worksheet." Use it to estimate income amounts from each of your resources. 

Get Ready For Take-off - Your Retirement “Pre-Flight” Checklist

You only retire once. Let's do it right.

Our checklist addresses the important decisions regarding Social Security, taxes, and investing for income. 


Have you ever watched the pilots of your plane before takeoff?  They use a checklist to prepare for the flight.  Yes, they are highly trained.  Yes, they are experienced and have done this many, many times before.  But, they still use a pre-flight checklist.

Why?  Because it is vital that they don’t miss anything – that they do it right this time and every time.  

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Pleasant Grove, Utah 84045


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Securities and advisory services offered through Triad Advisors, LLC. Member FINRA / SIPC

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