Retire Confidently, Strategically, Securely — Without Guesswork
Download your free copy of The Secure Retirement Blueprint and learn 8 key steps to help you optimize retirement income, reduce taxes, and avoid costly mistakes.
Whether you're on the cusp of retirement or already navigating it, this guide offers a clear, practical framework to help you simplify decisions, reduce worry, and make your money last — without sacrificing your lifestyle or peace of mind.
Get The Secure Retirement Blueprint
What You'll Learn
- How to estimate your true retirement spending (without obsessing over budgets)
- When and how to claim Social Security for maximum lifetime value
- How to evaluate pension options and avoid irreversible missteps
- Why tax-efficient withdrawals could save you thousands
- The 4 investment rules every retiree should follow
- And more — from a CERTIFIED FINANCIAL PLANNER® who specializes in helping people just like you
What You Can Expect
The Secure Retirement Blueprint covers all the key topics that form the core of a successful retirement plan.
This guide was created to help you answer those questions with clarity and confidence. Whether you’re someone who wants to understand the strategy behind every financial decision — or you simply want the peace of mind that comes from knowing it’s all taken care of — this blueprint is for you.
About the Author
I'm Dennis Coon, CFP® founder of Transcend Wealth and author of The Secure Retirement Blueprint. For over two decades, I've helped individuals and couples prepare for retirement with greater clarity, confidence, and purpose.
I didn't grow up around wealth, but my interest in finance stared as a kid watching the stock ticker scroll across the screen on the evening news with my dad. But it wasn't until college — when I heard a local investment advisor speak about the impact of real financial planning — that I realized this work was about much more than numbers. It was about helping people make wise, lasting decisions with their money and their future.
After working for several firms early in my career, I founded Transcend Wealth in 2018 to create the kind of advisory firm I believed people deserved. One that is independent, structured, values-based, and focused on real planning, not product sales.
Today, I work with people who've spent a lifetime doing the right things — saving diligently, living modestly, and putting family first. They're not looking for hype. They're looking for clarity, peace of mind, and a plan they can trust.
This guide brings together the same principles I use with my clients to help reduce taxes, manage investment risk, and build a sustainable income stream so you can retire with fewer doubts and more confidence in the decisions ahead.