DOWNLOAD PDF FOR ERNEST HATHAWAY, CFP  |  Learn More About Ernest Hathaway, CFP

Ernest has been interviewed and quoted in many national publications including…

  • The Wall Street Journal
  • Dow Jones Newswires
  • Business Week
  • Yahoo Finance
  • Investment News
  • Kiplinger’s
  • Smart Money
  • Financial Advisor
  • The Salt Lake Tribune
  • Money Matters talk show

Appeared 9 times on CNBC

Contact Ernest today:

(801)316-4100
info@FSIplanners.com

FSIplanners.com
Countdown2Retirement.com

6955 S. Union Park Center #410 Midvale, UT 84047

Ernest Hathaway’s Countdown2Retirement is an informative and entertaining presentation that will help your managers and employees have a more confident outlook for their retirement. They will learn answers to important questions like:

  • When can I comfortably retire?
  • Will I have enough money?
  • How can I grow my retirement nest-egg safely?

Ernest will customize this program to meet your group’s needs, including:

Test Your Investment Personality, a short quiz that helps to identify how you should be investing your retirement money.

The Countdown2Retirement Checklist which helps you get organized and prepared for retirement.

The Age Milestone Chart shows what you need to do at what ages to maximize your benefits from Social Security, Medicare, Long Term Care, Wills, and Trusts.

Identity Theft Protection through a truly free credit report every 4-6 months, with no strings attached.

Catch-Up Strategies for those who may be late getting started, especially if you are nearing retirement time.