Shawn Maloney - Founder of The Retire Happy Framework™️

Most people are following the old way of becoming financially free...and ready for retirement. But retirement is more than just hitting an arbitrary accumulation "number."It’s about your vision. Your calling. Your legacy.At Retire Wise, we believe retirement isn’t just about finance; it’s about living with intention, staying true to your purpose, and leaving a lasting impact.It’s one thing to dream about the future, but it takes careful planning and wise stewardship to bring that vision to life.We come alongside you to help organize your resources, prioritize what matters most, and create a plan, including an income plan that reflects your unique goals and values.In today’s world, ever-changing tax laws, inflation, market shifts, and rising costs can quickly erode even the best-laid plans. That’s why it’s essential to help protect what you’ve been blessed with—while still growing your financial future with diligence and care.That’s the heart behind our Retire Happy Framework™️, a process designed to simplify your retirement planning with clarity and confidence:✔ The WHY – Your Goals and Purpose✔ The HOW – Our Strategies and Service✔ The YOU – A Prioritized, Personalized PlanThrough this framework, we design a retirement strategy that helps you not only prepare for the years ahead but also live with confidence and purpose today.Whether your retirement is a distant goal or right around the corner, we’re here to serve you with wisdom, compassion, and professional advice—every step of the way.📚I am also the Author of "The Priority of Retirement". The book is available on Amazon here: https://a.co/d/616h6vhIf you’re ready to start your journey toward a purposeful and joy-filled retirement, I’d love to connect.📩 shawnmaloney@retirewisepro.comHere’s my calendar:👉 https://calendly.com/retirewise-shawn/30-minute-discovery-callInsurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC are not subject to Investment Adviser requirements. Retire Wise, LLC is not affiliated with the U.S. government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 3344008 - 10/25