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About

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Shortly about us

Retirement planning company

With over 20 years of experience guiding hardworking people toward retirement, our goal is to help others take responsibility for their financial future. Our life passion is to help people retire safe, early and happy. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Retirement planning process

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

We have designed this process to eliminate the usual time required and procrastination that occurs with the planning process. We agree to commit the time and effort to aid in your success and to always respect your time and schedule. You must agree to respect our time by keeping the schedule we will set each step of the way. This will require commitment and some effort on your part. The rewards will be well worth it.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program.

Initial consultation

We will answer any questions you may have about the process. The main purpose is to begin to develop a long-term relationship that will help enable you to achieve your goals.

Introduction to the Retirement Income Model

We use our proprietary model as a starting point for all our retirement planning discussions. By comparing your current situation to the model we will be able to begin the process of putting the pieces of your strategy in place.

Presentation of Plan and Recommendations

We’ll deliver the results of your unique retirement strategy. In this session you will understand exactly how your strategy will enable you to live the retirement of your dreams. Each step for execution and funding of your strategy will be fully explained.

Meet the Team

Need professional advice?

If you have a question you just need answered about the world of personal finance, planning, retirement, or any other finance question, we’re here to help.

Additional wealth management

Income distribution

We provide solutions such as annuities which help guarantee a retirement income you will never outlive. We work side-by-side with clients to facilitate budget counseling and financial communications with family and colleagues.

Wealth transfer

Our team offers estate protection planning, which enables clients (upon death or disability) to distribute their assets when they want, to whom they want, in the amount they want, and for the purposes they want.

Wealth safety

Once in retirement, many individuals find it increasingly important to protect what they’ve spent a lifetime accumulating. We protect our clients’ life savings while preserving their dignity, independence, wealth and income.

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