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True Financial Independence
Begins Here

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. 

Important Documents To Bring

Dream Retirement Builder

A guide specifically made to help you organize your financial information and help us make the most out of our first visit.

Social Security Statement

Step-by-step directions on how you get a copy of your most recent Social Security statment.

What To Expect

Meeting 1

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Meeting 2

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Meeting 3

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Economic Outlook 2024

A Path through the forest

In unstable financial terrain, John and Scott are bringing clarity about market trends for 2024 and more importantly what it means to you! 

Join us for this exclusive GenWealth Academy webinar