$297.00 USD

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Retirement Ready

[ How to Get From Where You Are, to Where You Want to Go ]

This educational program is designed to help you figure out where you are, answer the 4 most important questions you need to know about your retirement, and gives you clarity to see if your plan is going to get you to where you want to go. 

We will help you understand and discover the real truths about how money works, where you really are financially, and if your plan is going to get you to where you want to go in retirement.

Our goal is to help you to improve your plan and build a safe, predictable, tax free retirement income which you cannot outlive.


What you'll get:

  • 17 years and $600,000 in education combined in one easy to follow educational program (valued at $2,000)

  • 30 minute 1 on 1 with a wealth advisor who will show you your custom Retirement Ready or Not Report, bring clarity to your plan and help you to understand the four thing you will have to do to get from where you are to where you want to go (valued at $750)

  • A 25 page Estate Directory that will help you to organize your financial life like never before (valued at $50)


A total value of $2,800 for only

$297.00 today! 

What People Are Saying:

“James puts a ton of enthusiasm and content into each of his educational videos: I learned so much about optimizing my “different buckets” of money in preparation for retirement. The education I got is definitely going to pay off in the long run. With James’ videos and his personal help, I won’t procrastinate or fail to plan — I’ll really “get round 'tuit” and, hopefully, keep smiling into retirement!”

Mike M.

“I've been a financial advisor for over 30 years. During that time, I have found that people are often paralyzed by the idea of sitting down to plan their retirement. Making decisions about their investment, income and tax planning can be overwhelming. In his video series, James makes these complicated concepts much easier to understand with interactive visuals, easy to understand explanations, and real life examples.”

W.E.L Financial Advisor

“James is an incredibly passionate teacher and you can clearly see this through his teaching methods throughout the course. If you are motivated to learn and plan your financial future, this program will over-deliver for you and put you on the right path!”

Bryce Nielsen