For a Limited Time, Grab Your FREE Copy of

The New Holistic Retirement

Emerging Risks for American Savers.. and How to Overcome Them with Long Game Thinking

I’m confident this book is going to change the way you think – and change the way you FOCUS on your future in retirement.

-Kara Stewart, CLTC

"Thank you, Kara!"

“Kara asked us what we wanted in retirement and after listening to us she explained our options in detail and in easy to understand terms. After modeling different scenarios with her, we were able to make well informed decisions. As a result, our assets are protected from market volatility, we reduced our taxes and generated additional retirement income! Thank you, Kara!” 

-Dave & Darlene Puentes

"My passion is to worry about your finances, so you don’t have to! "

"My passion is to worry about your finances, so you don't have to! 

And part of that includes making sure you're Golden Years are just that... GOLDEN! 

Which is why I wanted to make this book available to you at absolutely no cost.

Planning for a successful retirement looks much different than it did just a few short years ago, and 'The New Holistic Retirement' will help you understand exactly how to do that. 

In it, you will learn...
  • How to use the three 'tax buckets'... Tax Deferred, Tax Now, Tax Free
  • What the real impact of the pandemic will mean for our retirement
  • ​How to navigate the markets, rising taxes and inflation
  • ​And much more...
So when you're ready, simply grab your complimentary copy of the book, and begin your journey to financial peace of mind!

-Kara Stewart

Who The Strategies In The Book Are For...

  • Business Owners
  • ​Executives
  • ​High Net Worth Individuals
  • ​W-2 Employees
  • ​People IN Retirement
  • ​Those with a 401(k) or IRA
  • ​Those Who have NOT Started Retirement Planning Yet
  • ​Those Who have Already Built Up Retirement Assets
  • ​Those Looking to Maximize Gifts to Charity and/or Heirs
  • ​And More... 
Copyright 2022+ | All rights reserved.
This is not to be construed as tax or legal advice, and I recommend that EVERYONE reach out to book a discovery call before attempting to implement this or any other financial solution, so we can determine if it makes sense with your unique financial situation and goals.