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Make Life Happen

Make Life Happen

by Keith Wiltfong

★★★★★ 5.0 · 6 ratings on Amazon
🏆 Bestseller in Investment Portfolio Management

About This Book

This is the roadmap to the retirement of your dreams. You only get one shot at retirement. What if you run out of money? Can you afford to quit working? You wish you had a clear financial plan because you don’t want to make a mistake with your life savings. You crave clarity, but the sheer number of decisions is overwhelming. Keith Wiltfong has helped hundreds of people like you cross the retirement finish line. Make Life Happen features a step-by-step holistic approach to your finances and life goals that enables you to create the best retirement possible. This self-tailored plan for success includes detailed long-term income and investment planning. It takes taxes and healthcare into consideration, as well as your charitable giving and legacy wishes. Make Life Happen will help you make better decisions, live out your dreams, and retire in confidence.
Business Finance and Accounting
Keith Wiltfong

Keith Wiltfong

Keith Wiltfong, CFP®, is managing director and chief compliance officer of Capstone Planning Investments, LLC. He focuses on wealth accumulation, providing clients with a comprehensive money management platform that is actively managed, results-oriented, progressive, and sustainable. He holds a Series 65 securities license as well as insurance licenses in Florida and Pennsylvania. He earned an MBA and master of science in information technology from the Florida Institute of Technology.

In his spare time, Wiltfong enjoys golf, biking, and CrossFit. He and his wife Deidre have three children. They live in Palm Coast, Florida.

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