David Rourke, Financial and Retirement Planning
GIVE-BACK Pledge: $500 donation
GIVE-BACK Pledge: $500 donation
David Rourke is the director of The Relaxing Transition
to Retirement Program. David has helped hundreds of
individuals and couples plan and enjoy their retirement by creating a
comprehensive, customized roadmap for each client.
As
the Director of The Strategic Planning Group and the founder of The
Relaxing Transition to Retirement Program, David and his staff implement
and monitor the unique program for their clients. Strategic Planning
Group helps those facing retirement to make decisions without worrying
about work to support their lifestyle.
Before
founding The Strategic Planning Group, David was a registered
representative for Prudential Financial Services. He graduated from Holy
Cross, where he earned a degree in Economics. David is actively
involved with civic and charitable causes, including the Newton Kiwanis
Club, Newton Kiwanis Charitable Foundation, and the Boys and Girls Club
of Newton. David lives in Wellesley with his wife Ann and their five
children.

The Relaxing Transition
There
is a certain point in our lives when all of us stop, reflect, and
wonder if we have saved enough money to be able to stop working and
still live the life we've always dreamed of. This is what we refer to as
The Employment Dependency Crossroad.
If you're
like most people at The Employment Dependency Crossroad, your mind
begins to race to all of the possible dangers that you face, like
running out of money and becoming dependent on your children, or your
inability to manage your situation as you get older, or even just your
lack of confidence in your knowledge about investment diversification or
tax laws.
Yet, at the same time, you have a
sense of excitement at the opportunity to finally do what you've always
wanted to do, and just relax without worrying about work or money. But,
can you afford to do it? And, if so, how should you do it? The Relaxing
Transition To Retirement Program answers these two questions for you.
For
more than twenty years, The Relaxing Transition To Retirement Program
has helped people, who were at The Employment Dependency Crossroad,
develop the confidence they needed and deserved to transition to the
life they've always dreamed of.