We Built A Pre-Retirement Crash Course For You!
Hello, My name is Mark McKell. I am the Managing Partner of McKell Partners, a full-service wealth management practice. We have built a complimentary Pre-Retirement Crash Course to help people just like you navigate the complexities of pre-retirement.
Watch this Video to Learn More!
Register for the Free Pre-Retirement Crash Course
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Avoid the following mistakes so many pre-retirees make:
- Inappropriate Social Security and pension elections
- Missteps regarding the effective management of one’s investment portfolio
- Being devastated by a long-term illness with no care protection strategy
- Lost income and enjoyment due to executing inefficient retirement income streams
- And of course, not considering a range of other estate planning blunders

What will I learn from the Pre-Retirement Crash Course?
- Your Financial Chessboard – A new perspective of how to look at your financial life.
- Four important truths in navigating pre-retirement life.
- The difference between the accumulation and distribution phases of life.
- How to better visualize your financial future, by “beginning with the end in mind.”
- Six important guide posts to developing effective financial strategies.
- Seven important “down the mountain” rules for retirement survival.
- And finally, eight key insights in choosing a financial advisor and much, much more.

The American Retirement Landscape has changed!
- Americans are living longer. This creates a whole host of issues!
- Medical costs continue to outpace inflation.
- Government programs like Social Security & Medicare are struggling.
- What about the threat of an extended illness or cognitive decline?
- For private sector workers, Defined Benefit Pension Plans have been replaced by less efficient Defined Contribution Plans like 401k’s.
- And through it all, there’s been a lack of education with how to best navigate this new environment.