C2P Advisory Group

C2P Advisory Group Rebrands to Clarity Insurance Marketing and Announces New Leadership to the Team

C2P Advisory Group Rebrands to Clarity Insurance Marketing and Announces New Leadership to the Team

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C2P Advisory Group Announced as Winner of 2019 WealthManagement.com Industry Award for Insurance Services Category

C2P Advisory Group has been announced as winner of the 2019 WealthManagement.com Industry Award for the Insurance Services Category. Read the full press release below.

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MarketWatch: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News

Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” [...]

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GoBankingRates:
How to Have a
Worry-Free Retirement

Follow the Bucket Plan strategy for a worry-free retirement. View the Video

 

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MoneyLife with Chuck Jaffe: Jason Smith discusses his Bucket Plan for reaching financial goals

Jason Smith discusses his Bucket Plan for reaching financial goals on the MoneyLife with Chuck Jaffe Podcast. Listen Now

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Think Advisor:
3 Communication Secrets From
the ‘Bucket Plan’ Man

Jason L. Smith, a financial professional trainer, has come out with a new book for consumers about the hot financial topic of the 2010s: income planning. Read Full [...]

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Kiplinger: 12 Strategies to Generate Income in Retirement

When it comes to saving for retirement, maybe you’ve done everything right. You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes, such as [...]

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The Morning Journal: Westlake man’s retirement planning book a best seller

A Westlake man’s book on retirement planning has reached the top of the Amazon.com new release best seller list in two categories. Read Full Article

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Yahoo! Finance: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”

Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur announces the release of his new book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement.” [...]

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Chicago Tribune: Bucket plan could be lifesaver in retirement

A bear market just as you enter retirement couldn’t come at a worse time if you’re forced to sell securities after prices have plunged. Certainly, many investors today worry about [...]

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