Retirement Power Hour Strategy Call 

Retirement is a very personal thing – there are no ‘one-size-fits-all’ approaches. Planning for retirement is even more important today than it has ever been. You are entering what should be the best years of your life – a whole new phase of life and opportunity is opening up.  The decision when and how to retire is now in our own hands. 
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A one-to-one retirement strategy call that will give you specific, actionable insight and guidance on how to move forward with the best time of your life.

Creating Freedom and Financial Security

A few things that we can cover:

  • A look at Where you are today and your plans for the future.  How and where you might want to live. 
  • A look at your retirement budget vs. your projected income.
  • A deep dive into your personal or even professional goals you may wan to achieve in retirement.. 
  • Take regular vacations visiting all those places you dreamed off.
  • Strategy's that develop the confidence to say yes, I am ready.

Chip Stites 

Retired Registered Investment Advisor (RIA) and Certified Financial Planner® who managed $100 million personally and $800 million as part of a team during his 40-year career in financial services. Chip now uses his vast expertise in financial planning, portfolio management, and his love of the markets to show people how to be more effective with the money they have saved and how to enjoy the best years of their lives.

Why am I doing this? 

It took me seven years in total to finally retire and I wish I had done it sooner. In the last five years, I have learned more about retirement planning than I had in the previous thirty-three years as a Certified Financial Planner® helping others chart their retirement. I am now on a mission to share what works and what doesn't to make your life, and the lives of other retiree’s less worrisome, less risky, and to give you greater, clarity and control in retirement. In short, to help you have a better life. I now live in Italy a child hood dream of mine.- Lets talk so you can live your dream retirement.

kind words by our clients 

“Chip Stites provides his clients with a successful examination of his/her goals, accomplishments, and aspirations. Chip is supportive, encouraging, and helpful in building confidence, as well.”
Janine Daniels
“For me, Chip Stites is the perfect coach. Chip led me to realize I was more than capable of creative and critical thinking….He asks challenging questions and has the courage to stay with it until his “client,” discovers…”
William Schmidt
“Any preconceived ideas I had that online coaching may be impersonal, ineffective or lacking insight as to the person I am, were dispelled after just one session with Chip Stites.”
Debra H

“I felt Chip truly went above and beyond in his dedication…He took a personal interest in me and was able to identify with my background and situation based on his own rich life experience.”

Dave Russo

I look forward to helping you plan the best time of your life.

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