Dana Smith, CFP®

Know your retirement income before you retire

A plain-English checklist of the questions to answer before you decide when, and how, to start drawing an income.

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18 years' experience
CERTIFIED FINANCIAL PLANNER® professional
Dallas, TX

What you get

The questions to ask before you decide
Plain English, no jargon
Free to download and keep

About Dana Smith

I help Dallas families turn what they have saved into an income they can count on. I explain every option in plain English, and I never sell you anything you do not need.

CERTIFIED FINANCIAL PLANNER® professional

Questions

Is the checklist really free?

Yes. Download it, keep it, and use it with any advisor, or none.

Will someone call me?

Only if you ask me to. Leave the phone field empty and you will just get the checklist by email.

Who is it for?

Anyone within a few years of retiring who wants to know where their income will come from.