{"id":9,"date":"2021-10-29T10:13:03","date_gmt":"2021-10-29T17:13:03","guid":{"rendered":"https:\/\/cedarrockfinancial.com\/?page_id=9"},"modified":"2026-06-23T13:40:37","modified_gmt":"2026-06-23T20:40:37","slug":"retirement-planning-ebook","status":"publish","type":"page","link":"https:\/\/cedarrockfinancial.com\/tmp\/staging\/retirement-planning-ebook\/","title":{"rendered":"E-Book"},"content":{"rendered":"\n<div class=\"wp-block-cover is-style-ebook-hero\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" class=\"wp-block-cover__image-background wp-image-7681 size-large\" alt=\"\" src=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_321279423-1024x683.jpg\" data-object-fit=\"cover\" srcset=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_321279423-1024x683.jpg 1024w, https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_321279423-300x200.jpg 300w, https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_321279423-768x512.jpg 768w, https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_321279423-1536x1024.jpg 1536w, https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_321279423-2048x1366.jpg 2048w, https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_321279423-800x533.jpg 800w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-black-background-color has-background-dim-80 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h1 id=\"retirement-planning-worksheetprepare-for-the-journey-of-your-life\" class=\"wp-block-heading\"><sup>Retirement Planning for Entrepreneurs<\/sup>Practical advice for entrepreneurs to prepare for retirement, succession, and life beyond business.<\/h1>\n\n\n\n<p class=\"has-grey-md-color has-text-color has-lead-font-size wp-block-paragraph\">It\u2019s never too early for business owners to begin planning for retirement. We have eight steps to get you started.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-pattern-bg is-layout-flow wp-block-column-is-layout-flow\" id=\"ebook-form\"><div class=\"frm_forms  with_frm_style frm_center_submit frm_style_formidable-style\" id=\"frm_form_2_container\" data-token=\"964a11f2f005937504051926d896a4c3\">\n<form enctype=\"multipart\/form-data\" method=\"post\" class=\"frm-show-form  frm_pro_form \" id=\"form_ebook\" data-token=\"964a11f2f005937504051926d896a4c3\">\n<div class=\"frm_form_fields \">\n<fieldset>\n<legend class=\"frm_screen_reader\">E-Book<\/legend>\r\n\r\n<div class=\"frm_fields_container\">\n<input type=\"hidden\" name=\"frm_action\" value=\"create\" \/>\n<input type=\"hidden\" name=\"form_id\" value=\"2\" \/>\n<input type=\"hidden\" name=\"frm_hide_fields_2\" id=\"frm_hide_fields_2\" value=\"\" \/>\n<input type=\"hidden\" name=\"form_key\" value=\"ebook\" \/>\n<input type=\"hidden\" name=\"item_meta[0]\" value=\"\" \/>\n<input type=\"hidden\" id=\"frm_submit_entry_2\" name=\"frm_submit_entry_2\" value=\"6ebbc19298\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/tmp\/staging\/wp-json\/wp\/v2\/pages\/9\" \/><div id=\"frm_field_6_container\" class=\"frm_form_field form-field  frm_required_field frm_top_container\">\r\n    <label for=\"field_u0yib\" id=\"field_u0yib_label\" class=\"frm_primary_label\">First Name\r\n        <span class=\"frm_required\" aria-hidden=\"true\">*<\/span>\r\n    <\/label>\r\n    <input  type=\"text\" id=\"field_u0yib\" name=\"item_meta[6]\" value=\"\"  placeholder=\"Enter first name\" data-reqmsg=\"First Name cannot be blank.\" aria-required=\"true\" data-invmsg=\"Text is invalid\" aria-invalid=\"false\"   \/>\r\n    \r\n    \r\n<\/div>\n<div id=\"frm_field_7_container\" class=\"frm_form_field form-field  frm_required_field frm_top_container\">\r\n    <label for=\"field_ufpgy\" id=\"field_ufpgy_label\" class=\"frm_primary_label\">Last Name\r\n        <span class=\"frm_required\" aria-hidden=\"true\">*<\/span>\r\n    <\/label>\r\n    <input  type=\"text\" id=\"field_ufpgy\" name=\"item_meta[7]\" value=\"\"  placeholder=\"Enter last name\" data-reqmsg=\"Last Name cannot be blank.\" aria-required=\"true\" data-invmsg=\"Text is invalid\" aria-invalid=\"false\"   \/>\r\n    \r\n    \r\n<\/div>\n<div id=\"frm_field_8_container\" class=\"frm_form_field form-field  frm_required_field frm_top_container\">\r\n    <label for=\"field_f2o0z\" id=\"field_f2o0z_label\" class=\"frm_primary_label\">Email Address\r\n        <span class=\"frm_required\" aria-hidden=\"true\">*<\/span>\r\n    <\/label>\r\n    <input type=\"email\" id=\"field_f2o0z\" name=\"item_meta[8]\" value=\"\"  placeholder=\"Enter email address\" data-reqmsg=\"Email Address cannot be blank.\" aria-required=\"true\" data-invmsg=\"Email is invalid\" aria-invalid=\"false\"  \/>\r\n    \r\n    \r\n<\/div>\n\t<input type=\"hidden\" name=\"item_key\" value=\"\" \/>\n\t\t\t<div id=\"frm_field_10_container\">\n\t\t\t<label for=\"field_vz4tm\" >\n\t\t\t\tIf you are human, leave this field blank.\t\t\t<\/label>\n\t\t\t<input  id=\"field_vz4tm\" type=\"text\" class=\"frm_form_field form-field frm_verify\" name=\"item_meta[10]\" value=\"\"  \/>\n\t\t<\/div>\n\t\t<input name=\"frm_state\" type=\"hidden\" value=\"QrIaCteVvDY92XT0iT55ysuyWwhkZgtO9v8vFIkLmjXjCy8KMJB6dPSK+fqy2CGx\" \/><div class=\"frm_submit\">\r\n\r\n<button class=\"frm_button_submit frm_final_submit\" type=\"submit\"   formnovalidate=\"formnovalidate\">Download your free guide<\/button>\r\n\r\n<\/div><\/div>\n<\/fieldset>\n<\/div>\n\n<\/form>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group has-mountain-bg\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 id=\"adventure-is-calling\" class=\"wp-block-heading\">Make retirement your pi\u00e8ce de r\u00e9sistance.<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Trust us, you don\u2019t want to get to retirement age and realize you don\u2019t have the funds, the plan, or the exit strategy to enjoy the retirement you\u2019ve worked so hard for. For entrepreneurs, you have to build your own retirement funds, and it\u2019s never too early to start.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At Cedar Rock, we tell entrepreneurs that planning for retirement is much like painting a masterpiece. Both require vision, dedication, and having a mentor goes a long way. That\u2019s why we created this worksheet: to help you create a personalized retirement vision, avoid common snags, and after all your hard work, finish with a masterpiece you can enjoy throughout your golden years.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><strong>This is your life, your retirement. Let\u2019s make it unforgettable.<\/strong><\/strong><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group has-grey-light-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-style-offset-image is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 id=\"in-this-worksheet\" class=\"wp-block-heading\">In this retirement worksheet:<\/h2>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-style-list\" style=\"grid-template-columns:15% auto\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" src=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/Brain-Gear-Icon.svg\" alt=\"\" class=\"wp-image-7669 size-full\"\/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 id=\"steps-to-successful-retirement-planning\" class=\"wp-block-heading\">Core Considerations For Retirement Success<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Just like when you started your business, you\u2019ll start planning for your retirement with a vision. This vision will guide your retirement planning. There are important considerations from lifestyle to selling your business that you should take into account, and we\u2019ll guide you through each one.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-style-list\" style=\"grid-template-columns:15% auto\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" src=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2021\/11\/icon-plan.svg\" alt=\"\" class=\"wp-image-54 size-full\"\/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 id=\"guided-pre-treatment-checklist\" class=\"wp-block-heading\">Steps To Successful Retirement Planning<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your business is not your retirement plan. Not entirely, anyway. Living expenses, succession planning, lifestyle factors, and medical care\u2014there is a lot to think about when planning for retirement. More so for entrepreneurs. Our guide helps you focus on what matters so you can feel confident in your retirement plan.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-style-list\" style=\"grid-template-columns:15% auto\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" src=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2021\/11\/icon-checklist.svg\" alt=\"\" class=\"wp-image-53 size-full\"\/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 id=\"top-considerations-to-plan-for\" class=\"wp-block-heading\">Guided Checklist<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Drawing on our decades of experience, we\u2019ve created an eight-step framework with an interactive checklist to help you audit your current financial state and discover key gaps in your plan so you can take thoughtful action towards (one day) exiting your business and enjoying your retirement.<\/p>\n\n\n\n<div style=\"height:75px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/retirement-planning-ebook\/#!\/ebook-form\">Download Your Free Guide<\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-square-lrg\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"1000\" src=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_440541631-1000x1000.jpg\" alt=\"\" class=\"wp-image-7683\" srcset=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_440541631-1000x1000.jpg 1000w, https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/AdobeStock_440541631-150x150.jpg 150w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-headshot\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"1000\" data-id=\"7679\" src=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/Jay-Brecknell-1000x1000-1-900x1000.webp\" alt=\"\" class=\"wp-image-7679\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-headshot\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"1000\" data-id=\"7678\" src=\"https:\/\/cedarrockfinancial.com\/tmp\/staging\/wp-content\/uploads\/2026\/06\/Chris-Singer-1000x1000-1-900x1000.webp\" alt=\"\" class=\"wp-image-7678\"\/><\/figure>\n<\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h2 id=\"retirement-is-the-journey-of-a-lifetime\" class=\"wp-block-heading\">Retirement is the <strong>journey of a lifetime.<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">At Cedar Rock Financial, we\u2019ve walked these trails before and guided hundreds of clients successfully through to the summit. You could say we&#8217;re experts who have the experience to understand your entire financial picture. Step over here, watch out for that rock, look straight ahead while crossing the bridge, one foot at a time, yes it\u2019s supposed to sound like that. We&#8217;ll walk with you on your expedition so you can enjoy this adventure without having to fret about the little things.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Because, as we like to say, once you reach the summit, it really is a breathtaking view.<\/strong><br><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Make retirement your pi\u00e8ce de r\u00e9sistance. 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