Retirement is much more than an algebraic equation. Are you fit to retire?

Complete your Fit-To-Retire assessment.

Start here

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My name is Jack, your Fit-To-Retire Coach!

Zbgzb3ygvge3zfwfrs1u Jack Brkich CFP®
949-251-3544
[email protected]
JMB Financial Managers, Inc.
43 Corporate Park, Suite 104
Irvine, CA 92606
JMB Financial Managers, Inc. is a Registered Investment Advisor Securities and advisory services offered Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC. JMB Financial Managers, Inc, and Cetera Advisors LLC are not related companies. CA Insurance License #0808957

How does it work?

1

Your first step is to take the FREE Fit-To-Retire assessment. All you need is 15 minutes.

  • 2

    Schedule a meeting with your certified Fit-To-Retire Coach to get a comprehensive assessment report.

  • 3

    A customized pre-retirement checklist created for you by your certified Fit-To-Retire Coach.

  • 4

    A 100-day playbook to help you get ready for the first three months of your retirement adventure.

Let us show you how you can get the most out of the
3 seasons of retirement

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GO-GO

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SLO-GO

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NO-GO

The Fit-To-Retire assessment helps you determine your readiness in
5 areas of retirement success

Self Identity
Social
Health and Nutrition
Personal Relationships
Financial Security

Are you fit to retire? Take this 15-min survey to find out!

Take the FREE assessment