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Identify your retirement gap.
Spot hidden risks in your plan
Calculate how long your money will last
Evaluate if your current lifestyle is sustainable in retirement
Review your insurance coverage and long-term care options
Pinpoint potential tax burdens and how to minimize them
Discuss debt payoff strategies before retirement
Racquel is a business-minded licensed life insurance agent with a passion for helping people grow financially and personally. She utilizes her background in accounting and management to simplify complex financial concepts and provide practical solutions through insurance, investment guidance, and financial wellness education.
Racquel creates engaging content on "TrendingOvadeh," sparking conversations on the latest hot topics and lifestyle trends. Whether she is behind a desk or a camera, her goal is always the same: to educate, motivate, and inspire.
In our Retirement Strategy Session, we will discuss and examine your current retirement plan, explore your objectives, and outline actionable steps to enhance your preparedness for retirement.
Our retirement planning consultation and financial advisory services are designed to help you reach your financial goals and secure a comfortable future. Whether you're just starting to save or are approaching retirement, I will work with you to create a personalized plan that aligns with your specific needs and aspirations.
The first step is to download the checklist. This quick, powerful checklist will help you uncover what’s missing in your plan before it’s too late. Take the first confident step towards a secure, stress-free retirement.
When you schedule your free session, I will map out a retirement plan step by step that works.
Every day you put off planning might cost you peace of mind—or worse, your future security.
In just 30 minutes, we can identify gaps in your retirement plan, simplify your next steps, and preserve what matters most.
Your future self will thank you.
Download your checklist, book your session, and take the first confident step towards a secure, stress-free retirement.