Human beings tend to remember things in groups of three. Phone numbers are grouped in threes. Plays have three acts. Three strikes; 3-pointer; The Three Stooges; Snap, Crackle and Pop; lucky number three; the Trinity. Our existence is described in threes as birth, life and death. Time is often described as past, present and future. From pop culture to religion, something about the number three deeply resonates with us. 

And when it comes to your retirement? You may be interested to learn how the number three adds perspective to retirement planning.

In “The Power of 3,” Jeffrey D. Montgomery shares his wealth of knowledge and experience as a financial professional to help you plan for a financially secure retirement. From the growth, protection and distribution of your assets, he works to help you align all the pieces of your financial puzzle.

In “The Power of 3,” you will learn:

• Three pitfalls of retirement planning
• Three principles of developing an investment plan
• Three pillars of a successful retirement plan
• … And much more!