Done-for-you marketing for retirement-focused financial planners
Your clients think about retirement every day. Make sure they're hearing from you.
Every month you get LinkedIn posts, a client newsletter and a blog article written in your voice for people within 10–15 years of retirement. Each piece is screened against SEC and FINRA advertising rules before it reaches you.
You know you should be publishing. There's never time.
Pre-retirees are searching for answers on Social Security timing, Medicare, retirement income and the big question: do I have enough?
The planners they find are the ones who show up consistently. But writing takes hours you'd rather spend with clients, and generic marketing agencies don't understand compliance or your clients.
Retirement Ready Content handles it, so you show up every week without writing a word.
What you get every month
4
LinkedIn posts
One a week, written to start conversations with pre-retirees and the people who refer them.
1
Client newsletter
A timely email that keeps you top of mind with current clients and builds referrals.
1
Blog article
An in-depth educational piece for your website that helps prospects find you in search.
All written in your voice, on topics your clients actually ask about, and compliance-screened before delivery. You review, approve and publish.
How it works
Step 1
A 30-minute kickoff call
We learn your clients, your voice, your specialties and the topics you want to avoid.
Step 2
Your month arrives
At the start of each month you receive every piece, ready to review, with a short compliance note.
Step 3
Approve and publish
Request any changes, send it through your own compliance review, then post on your schedule.
Written by someone living the retirement planning journey
Retirement Ready Content was founded by a professional with a background in finance, marketing and financial planning who is in the pre-retirement stage today.
That means the questions your clients ask, about when to retire, when to claim and whether the money will last, are the same ones we're working through ourselves. The content sounds like it comes from someone who understands, because it does.
See a full sample month
A complete month of content written for a sample retirement planner: four LinkedIn posts, a year-end client newsletter and a blog article on retiring at 55.
- The most expensive retirement decision that takes 15 minutes
- Five things people overlook the year before retiring
- What Medicare doesn't cover
- Your year-end retirement checklist
- Retiring at 55: what really changes
Simple monthly pricing
Founding client rate
$750/month
Limited to 3 planners.
- 4 LinkedIn posts
- 1 client newsletter
- 1 blog article
- Compliance screening on every piece
- Month-to-month, cancel anytime
Questions planners ask
Does this replace my compliance review?
No. Every piece is screened before delivery, but your own compliance officer or broker-dealer always gives final approval.
Will it sound like me?
Yes. The kickoff call captures your voice, and every month gets better as we learn what you like and change.
Do you use AI?
Yes, AI helps with drafting so we can deliver more at a fair price. Every piece is then reviewed by a person with a financial planning background for accuracy, tone and compliance.
Is there a contract?
No long-term contract. Service is month to month.
Start showing up for pre-retirees every week
Send a quick note about your practice and we'll write a free sample post for your clients, no obligation.
Request a free sample postor email alex@retirementreadycontent.com