A Guidebook for Retirement

Discover the single most important shift you need to make before you retire…

You had a strategy for saving and investing that worked, but you are about to enter the uncharted territory of retirement, and everything is about to change!

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a new journey is about to begin…

You’re getting closer to retirement, and it’s time to face the facts: Your journey is far from over. In fact, a completely new chapter is about to begin, and some of your most difficult financial decisions are yet to come. 

Just like summiting a mountain, retiring successfully takes planning, preparation, and most importantly–execution. Many soon-to-be retirees make the mistake of thinking they can coast into retirement without making a significant shift in their mindset and financial strategy. This is where many wind up in trouble.

That’s where our Understanding The Retirement Shift: Retirement Guidebook™ comes in. This quick and beneficial guide covers what you need to know to begin to prepare for a successful retirement. From understanding the crucial shifts you need to make before you retire to avoiding common mistakes pre-retirees make in the first ten years, this resource will help you navigate uncharted territory.   

Are you ready?

As you near retirement, chances are you’re probably asking yourself whether you are ready for retirement. 

If you’re within five years of retirement, this is a crucial time in your life. Even if you’re not ready to retire yet, it’s a good idea to start getting your finances in order so you can make the most of your retirement savings. The sooner you start to prepare, the more options you will have when the time comes to retire.

As specialists in retirement planning, we know that just getting started to prepare for retirement can be a big step! And, we understand the challenges and concerns you may be facing. That’s why we created this short, time-saving Retirement Guidebook™.

Within our FREE GUIDEBOOK you will discover the SINGLE MOST IMPORTANT SHIFT you need to make to build a solid and stable foundation for your future. By just downloading this PDF you can take an easy first step in navigating your next chapter with clarity and direction.

As a BONUS, we will also provide tips and guidance on important topics like:

  •  What to expect when you retire.
  • Common mistakes retirees make in the first ten years and how to avoid them.
  •  Tips for navigating the retirement shift successfully.

Download Your Free Copy of Retirement Guidebook: The Retirement Shift™ Today!

Discover the single most important shift you need to make before you retire…

Download The Retirement Guidebook™
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Start preparing now with this quick and easy guide…

  • Get a free download that will help you uncover what you need to do for a successful retirement.
  • Cut through the vast jungle of retirement planning information to find clarity and direction. 
  • Understand what factors you should consider when planning.
  • Alleviate worries by learning more about what to expect. 
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    Retirement Strategist: Chris Merchant

    Hi, I’m Chris Merchant. My wife and I are the founders of Hunt Country Wealth Management, a retirement-specific firm located near Washington, D.C. We proudly serve modern retirees nationwide and help them prepare for their journey into retirement and beyond.

    I am the Bestselling Author of On Investing Well: The Elements of Good Investing and hold both the CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™ designations. 

    Throughout my career, I have supported Fortune 500 leaders, entrepreneurs, pilots, nurses, rocket scientists–everyone from professional athletes to teachers, and I believe I am uniquely qualified to help YOU build a solid and well-planned foundation for your retirement.

    My team and I created this resource as an important first step to help you prepare for a successful retirement. 

    The Single Most Important Shift You Need to Make Before You Retire

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    Retirement Guidebook™ now…

    Frequently Asked Questions: 

    How do I know this PDF is right for my retirement?

    Are you within five years of your desired retirement date? Do you have $500,000 to $3,000,000 saved? If you answered yes to both of these questions, then the Retirement Guidebook: The Retirement Shift™ is right for you. If you are outside of that range, then other strategies may be a better fit for you. Feel free to reach out and we will be happy to point you in the right direction.

    How do I know I can trust the source of this information?

    This information was designed by Hunt Country Wealth Management. Firm founder Chris Merchant, CFP® is a leading specialist in retirement income planning and an author who has dedicated his career to the distinguished needs of today’s modern pre-retirees nationwide. Hunt Country Wealth Management is an independent firm that delivers a fiduciary standard. Chris Merchant is a CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™. Our goal through this guidebook is to provide trustworthy and accurate information. We seek to provide you with up-to-date research and have based our materials on real-world case studies and situations. Plus, this material is not another sales pitch–it’s actually just a quick introduction to retirement planning with some good ideas for you to consider. 

    My time is limited. Why should I spend my time reading this material?

    There are several compelling reasons why someone should take the time to read this material as they prepare for retirement. First, understanding the retirement shift is essential to making a smooth transition into retirement. Second, many retirees make common mistakes in the early years of retirement that can be avoided with some foreknowledge. Finally, successful navigation of the retirement shift may mean a more fulfilling and enjoyable retirement experience. So whether you’re nearing retirement or are still many years away, we believe it’s well worth taking the time to read through this guidebook. 


    The Single Most Important Shift You Need to Make Before You Retire

    Retirement Guidebook™

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    Women’s Choice Award®: Selection criteria and disclosure may be viewed here.

    Securities and investment advisory services offered through Osaic Wealth, Inc., Member FINRA / SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. FINRA registered branch office: 49 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. All guarantees are subject to the claims-paying ability of the issuing insurer.

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