Get Ready NOW: Be Fit-to-Retire

Our clients come to us worried about retirement.  Oftentimes that concern has to do with anxiety over whether they will have enough money to live on for the rest of their lives.  More recently, however, we have been assisting our clients with some of the other issues that they will face in retirement such as: “What will my social life look like when I am no longer around co-workers every day?”, “Will I be healthy enough to enjoy the same pastimes as I currently do and if not, what will I do?”, “What is it that gives me purpose in life and are there ways I can incorporate that even moreso into my life in retirement?”

With our revolutionary Fit-to-Retire program we are best able to assist our clients discover the answers to these questions and more!  The pre-retirement readiness assessment of our program measures preparedness and enthusiasm in the five areas of retirement success including: Social, Health & Nutrition, Personal Relationships, Self-Identity, and Financial well- being.  This personalized program helps clients analyze their own retirement preparedness and helps us help you.  The custom 100-Day Playbook that our program creates helps our clients get their retirement off to an excellent start by providing suggested activities for the first 100 days and beyond.  We are there as ‘coaches’ throughout the process to assist with retirement anxiety and ensuring our clients make a smooth transition into the successful retirement we have planned for.

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La Bri Group Delivers:

  • Broader Perspective
  • Individualized Solutions
  • Proactive Partnership
  • Independence and Transparency
  • Innovation and Passion


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Securities offered through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC
Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.
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