Get Ready, Get Set, Retire

You may be able to retire right now. Lots of people are, without even realizing it. They just need an income plan to start enjoying all the benefits that retirement has to offer.

A retired couple skips along a walkway
(Image credit: Getty Images)

One of the perks of being a financial adviser is talking to clients after they’ve retired and sharing in their happiness.

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Disclaimer

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Charles Dzama, Investment Adviser Representative
Founder, CD Financial

Charles Dzama is the founder of CD Financial and assists agencies and clients with a well-thought-out financial strategy.  Email Charles to request retirement training or schedule a complimentary phone call. He has passed the Series 65 securities exam and holds life insurance licenses in California, Colorado, Nevada, Washington, Florida, Pennsylvania and Missouri. Charles is registered as an Investment Adviser Representative.