Forward
.
This book is part of a series of books related
to Planning Your Financial Endgame. The information
presented in this book series provides valuable insights into
creating a better retirement experience.
Some of this information you may already know, some you probably do
not.
These books are not intended to be a full plan
for investing or retirement planning. The information is presented
to provide essential education regarding various topics. Keep in
mind that everyone's circumstances and needs are different. This is
why it is important to work with someone that can help you navigate
your options to get what best fits your needs. It is always advised
to contact a licensed professional to determine what is right for
your specific circumstances.
This book series was inspired by Susie, my
wife. She is an independent insurance, finance and retirement
advisor. She is licensed for Property, Casualty, Life and Health
insurance as well as certified and insured to sell other investment
products. She founded the SWE Ventures company to help people with
various financial and asset protection needs. If you have questions
or would like more information about any of the topics covered in
the books in this series, please contact her via her website, she
loves helping people.
SWE Ventures
www.sweventures.com
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Page Last Updated: 20 March 2025