PLANNING FOR RETIREMENT
is Not About TRUST,
It’s About CLARITY.
Renovating Retirement Offers a New Approach to Financial Planning.
Too many people trust traditional financial planners and big-name investment firms to be the experts to tell them how to invest and increase the money they have.
What they don’t tell you is how to protect the money you’ve saved from unnecessary taxes so it can provide income for your entire life.
Renovating Retirement brings light to FIVE crucial planning perspectives and helps you understand how they can all work together to provide longer-lasting income security.
When you can see and understand your entire financial well-being and future more clearly, you easily make the best decisions for yourself.
Our podcasts and webinars provide education FIRST. If you want a second opinion on your financial outlook, a qualified Renovating Retirement agent will help you structure your plan.
Welcome to renovating Retirement
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“Get More Income in Retirement”
We Use Three Planning Models To Create “The Retirement Plan That Never Fails”
THE THREE TYPES OF retirement ACCOUNTS
To “make your Golden Years golden” you must have at least these three types of accounts:
THE 5 LIVES OF RETIREMENT test
Your retirement plan must take good care of you and your family whether you have a:
THE MERIT MODEL for continual improvement
For living the best retirement possible, follow this Retirement Planning Model:
Charlie Jewett, an investment advisor from San Diego, CA, has been changing the way industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie wrote the book on Renovating Retirement (really.)
Renovating Retirement focuses on stock market alternatives combined with a tax-free retirement income and provides education that helps people create their ideal retirement plans.
Read on, listen to the podcast, or watch a webinar to learn more.
It is our believe that everyone is a genius, and makes amazing decisions, when they see clearly and undertand all of their options. Most of our clients are quite surprised to find out that the safer alternatives to the stock market actually earn more interest and provide more retirement income to the investor.
A comprehensive MERIT Plan will take care of you and your family whether you have
a Long Life,
and when you finally move into The Next Life.”
— Charlie Jewett