ATTENTION GEICO EMPLOYEES
"LEAVING THE LIZARD" REVEALS:
If you're near retirement and thinking about your next phase, Leaving the Lizard is the book for you!
Yes, we know it's a gecko, but some folks are confused and think it’s a lizard!
Retirement can also be a confusing subject for many people. There are so many decisions to make and you want to make sure you get it right!
We'll walk you through a case study with Jake and Nancy and how they addressed the concerns that most GEICO employees face:
- Building an income plan that will last in up or down markets
- Choosing a lump sum pension or taking the monthly check
- How to handle the Berkshire B company stock
- How to coordinate social security benefits
You’ll also learn:
- About a unique opportunity that GEICO employees have at age 55 while still working
- Why there is no such thing as a crystal ball
ABOUT THE AUTHOR:
Lee Perkins
Lee Perkins is the president and founder of JL Perkins Wealth Management, a Registered Investment Advisor firm. In addition, he is an Investment Advisor Representative and is a licensed fiduciary.
Lee was born and raised in Macon and takes pride that he doesn’t do business the “Wall Street way.” His focus is on planning for his clients instead of the product-driven approach some other advisors take. Lee believes proper planning is crucial to a successful retirement. His passion is to develop solid financial plans for his clients that prepare them for a long retirement. Lee is well-recognized in the community and has established a reputation as a problem-solver who builds personal relationships with his clients. He also helps mentor other independent advisors to help them grow their business the right way.
He is also the host of the My Retirement Clarity Podcast
Lee graduated from Georgia College in 1993 and is securities and insurance licensed. Lee lives in Macon with his wife, Pam, and their two children.
Just tell us where to send your book!
There's absolutely no cost, we even cover the shipping!
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