Congratulations! You’re well on your way toward discovering, protecting and sharing TRUE financial independence. Below are a couple of documents that will help you be prepared for your first meeting with a GenWealth Advisor.

The first document, the “Dream Retirement Builder” is all about you and is designed to help you organize information and pinpoint ideas and concerns you may have about retirement. The second document is step-by-step directions on how you can get a copy of your Social Security statement. It may sound simple, but this allows us to holistically look at your financial picture and recommend claiming strategies that fit you best.