Are you ready to create a retirement plan that will secure your future and create peace of mind for the rest of your life?

Please answer a few quick questions to see if we can assist. If so you can book a call with us to get help, or we will send you the resources to get started on your own.

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2. What are the most important things in your financial future?

Protecting your nest egg for children and posterity.

Ensuring we have an exact budget for the life of my self and or spouse that’s guaranteed so we can budget precisely.

Capitalizing on market growth while ensuring my nest egg never goes backward?

Not quite sure yet, I need to see options and understand a bit more to make a good decision.

3. Do you currently have a financial advisor you trust?

Yes

I have an advisor but I’m not getting the advice I need

No

4. Do you typically pick your own investments, stocks etc?

Yes, I’m comfortable with investing and prefer a do it yourself method.

Nope, I leave that to the professionals.

5. Are you planning your retirement for you as a single person or are you responsible for others?

Just me

Me and a partner

Me and parents

Me partner and parents

6. How much do you presently have set back for retirement?

7. On a scale of 1-10 (1 being I have no idea and 10 being completely confident) how confident are you in choosing the right medicare plan and navigating the healthcare waters for your future.

8. On a scale of 1-10 (one being, “I have no idea” and 10 being, I know exactly what Im getting and I have a plan) How capable are you of navigating when and how to collect your social security at the right time and ensuring the most benefit.

What People Are Saying About Us...

I was unsure about retirement planning until I spoke with Philip at Retirement Logistics. He took the time to understand my unique situation and crafted a plan that fit my needs perfectly. With his guidance, I feel much more confident about the future.

-Emily S.

I can't thank Philip enough for his help with my retirement plan. The team at Retirement Logistics made everything simple, from explaining the logistics to setting up my portfolio. It's a huge relief knowing I’m in good hands!

-Michael D.

Philip was recommended to me by a friend, and now I understand why. He provided me with personalized advice that made a complicated process feel straightforward. I'm so glad I made the choice to work with Retirement Logistics.

-Nancy W.

Retirement Logistics gave me the confidence I needed to start my retirement planning. Philip helped me understand how to manage my assets and secure my future with ease. Their service is thorough, and Philip’s support is second to none.

-George P.

After working with Philip, I feel like I’m finally on track for retirement. He’s very knowledgeable and took the time to ensure I understood every step of the process. If you’re looking for a trusted advisor, I highly recommend Philip and the team at Retirement Logistics.

-Charles A.

Philip at Retirement Logistics made planning for my future easy and stress-free. His expertise and genuine care gave me confidence in my retirement plan. I highly recommend his services.

-Richard K.

Schedule Now

Contact:

417-849-5003

Address:

Phillip White,

DBA Retirement Logistics

1750 E Republic Road,Suite 101

Springfield, MO 65804

Email:

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Retirement Logistics, LLC is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.