“Rich” counts commas; “wealthy” counts moments. JoePat Roop reframes success around health, family, and time—then shows how habits, cash‑flow planning, and tax efficiency create secure, stable, sustainable income. Hear why trial‑running retirement matters, how asset and tax allocation work together, and where long‑term care, Social Security, and non‑market assets fit into a one‑page retirement plan.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

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