Making Your Retirement Income Work for YOU!

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The Retirement Income Toolkit

Releasing February 2025

 

This book addresses the fear and uncertainties many people face as they approach retirement. With rising healthcare costs, fewer pensions, and the complexities of Social Security and taxes, traditional retirement planning often falls short of providing peace of mind. This book introduces a holistic approach to retirement planning focused on strategic planning beyond traditional investments.

In helping the reader build their own Retirement Income Toolkit, the author shares strategies that have helped hundreds of clients secure a stable retirement. The goal is to empower readers with the steps they can take now to enjoy a worry-free retirement and financial security, no matter where they’re starting from. 

Meet the Author

R. SHERWOOD GREER, CFP®, RICP®

R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER professional and a RETIREMENT INCOME CERTIFIED PROFESSIONAL licensee, is an Investment Advisor Representative and Registered Representative. Having entered the financial service industry in 1984, Sherwood has extensive knowledge in financial planning as well as a sincere passion to see clients reach their financial goals. Sherwood lives with his wife, Madonna, in the Greensboro, NC area where they enjoy serving in their community.

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JOIN THE LAUNCH TEAM

WHAT YOU WILL GET BY JOINING THE TEAM


DEADLINE TO JOIN: DECEMBER 14

Advance Copy

You will receive an advance, signed physical copy of the book before it releases.

Private Q&A

Access to a private Q&A group video call with Sherwood.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-DisclosuresÂ