Here’s the truth: Nobody wakes up excited to build a retirement plan.
𝗕𝘂𝘁 𝗵𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗱𝗼 𝗰𝗮𝗿𝗲 𝗮𝗯𝗼𝘂𝘁:
✅ Not being a burden on their kids
✅ Avoiding the fear of outliving their money
✅ Making the most of their life while they’re healthy
✅ Being able to help their children and grandchildren
You don’t create a retirement plan because you love spreadsheets (that’s my job).
You create one because you care about your family, your future, and your peace of mind.
I help professionals, especially those at Merck, turn complex retirement decisions into a clear, coordinated strategy. One that helps you focus on life today while being excited about what’s ahead.
🌐 Learn more: https://apollonfinancial.com/jim-mcgowan/
Ready to start the conversation?
📅 Schedule a quick call with me.
📍 Virtual meetings available for anyone throughout the United States. Serving local clients in Pennsylvania, New Jersey, Rahway, Lansdale, North Wales, Gwynedd, West Point, Doylestown, Blue Bell, Montgomery and Bucks County.
🧠 Related Blog posts:
• Backdoor Roth Contributions – How to do them Right
• Pre-Tax vs. Roth 401(k): Does it Really Matter?
• Merck Pension: Should you take the Lump Sum or Monthly Annuity?
𝘈𝘱𝘰𝘭𝘭𝘰𝘯 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘓𝘓𝘊 (“𝘈𝘱𝘰𝘭𝘭𝘰𝘯”) 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘢𝘥𝘷𝘪𝘤𝘦 𝘢𝘯𝘥 𝘮𝘢𝘬𝘦𝘴 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯𝘴 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘵𝘩𝘦 𝘴𝘱𝘦𝘤𝘪𝘧𝘪𝘤 𝘯𝘦𝘦𝘥𝘴 𝘢𝘯𝘥 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴 𝘰𝘧 𝘦𝘢𝘤𝘩 𝘤𝘭𝘪𝘦𝘯𝘵. 𝘈𝘱𝘰𝘭𝘭𝘰𝘯 𝘪𝘴 𝘢𝘯 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳 𝘢𝘯𝘥 𝘪𝘴 𝘯𝘰𝘵 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥 𝘸𝘪𝘵𝘩 𝘔𝘦𝘳𝘤𝘬 & 𝘊𝘰. 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘩𝘦𝘳𝘦𝘪𝘯 𝘪𝘴 𝘪𝘯𝘵𝘦𝘯𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘤𝘰𝘯𝘴𝘶𝘭𝘵 𝘢 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘣𝘦𝘧𝘰𝘳𝘦 𝘮𝘢𝘬𝘪𝘯𝘨 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵, 𝘵𝘢𝘹, 𝘰𝘳 𝘭𝘦𝘨𝘢𝘭 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴.
