CONTENT

This is a single, regular content block where you can add as much text as desired. You can add links, headliners, and more.

You can add quotes through using the quote format styling!
The block below is the ACCORDION block. It is a great way to break up content and to add FAQs!
Accordion entry 1

This element is a great way to add FAQs

Accordion entry 2

This element is a great way to add FAQs

Accordion entry 2

This element is a great way to add FAQs

You can add forms to any page, as shown below with your contact form!
Content with Media

This element is a great way to break up content and commonly used! You can add links, bullets, numbering, and more! The height of the image is controlled by how much text you enter here. You can place the image on the right or the left. The button is optional also!

OPTIONAL BUTTON

Content with video

Use this element to add content next to a video and an image!

This is a great element to use when you have a good amount of text to add.

Adding the button is optional.

OPTIONAL BUTTON
Small book photo
CTA

Subhead text here. The image on this CTA is optional.

CTA
Slider

You can add one, or multiple entries to this CTA slider!

OPTIONAL CTA BUTTON
CTA 2
Slider

More words here!

Curated Social Media

You can add this manual social media element anywhere! You can use this element to highlight clients by sharing their posts! A cool way to make clients feel special (and encourage them to post about you)! You can add a link to each image (click on Marshal below!).

Feature

Feature

Subhead text here. You can switch the content to the left or right of the image.

The amount of text entered controls the height of the image.

OPTIONAL CTA BUTTON
The below element is titled "FULL BLEED"

You can also add a full bleed video through adding a .mp4 file! (make sure it is under 10 MB so it doesn't slow your site down!) :)
The below element is titled GALLERY

Highlights

Another great way to break up content! This is used on your "OUR CULTURE" page to talk about Howard and Ralph! You can add just 1, or 2 and it will overlap!

Title here

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OPTIONAL CTA
Title here

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

OPTIONAL CTA

Icons

One of Fayth's personal favorites :) Make sure to use SVGs

Title

Summary

Title

Summary

Title

Summary

Job Optional Callout

Job Optional Callout

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Download the first chapter of Job Optional* - FREE!

Our Process

Subhead here - you have the option of adding the process starts/ends or just using the circle icons (and you don't have to apply all 4).

Slider
Title

More text here

Title

More text here

Title

More text here

Title

More text here

You can enter any statement here. And Casey's mysterious head will appear.

Careers

There are no job openings at this time... but we'd still love to hear from you! Send us your résumé.

Testimonial Slider

Subhead here if you desire. Add your testimonials to the "Testimonials" channel and then select which ones you want to include.

I had no idea all the different choices when planning for retirement. It has helped me think through the process of my future and how I should begin planning for it.

Kristiana

Casey seamlessly brings together the emotional side and tactical side of planning for retirement. It’s eye opening to realize that preparing for your Golden Years goes beyond just making sure you have a financial plan in place.

Anonymous

If you want a new outlook on your retirement plan, or even if you are just starting your journey, this book is a must read to help get those ideas rolling and give you the confidence you need to make it happen!

Erin
Additional Tax Resources
114: How To Retire in the 0% Tax Bracket with David McKnight

In Episode 114 of the Retire With Purpose Podcast, Casey speaks with David McKnight. David joins the podcast to talk about why tax rates may double after you retire (and what you can do about it), how to protect your assets from future legislative changes, and the whens, whys, and hows of Roth conversions.

Read More
Will your taxes be lower in retirement?

In Episode 271 of the Retire With Purpose TV show, Casey breaks down taxes in retirement. Can money buy happiness with podcast guest, Brian Portnoy. Also, a focus on your healthcare options prior to Medicare age.

WATCH NOW
Tax strategies for couples

In Episode 270 of the Retire With Purpose TV show, Casey talks about retiring inspired with Chris Hogan. Marshal and Casey talk about fake news about retirement, and tax strategies for couples that you won't want to miss.

WATCH NOW