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We want to hear from you! Contact us to discuss planning your retirement, making your money safe, or if you just need answers to questions.

    Asset Protection

    • Do you worry about your financial security all the way through your retirement?
    • Are you afraid of running out of money before you die?
    • Are you worried you will not have a plan to take care of your spouse when you are no longer there?

    According to CNBC, most Americans close to retirement have saved only 12% of what they need.  ( 3/19/2018). The number one fear of those approaching retirement is outliving their savings and retirement funds.

    Also, 72% of people turning age 65 can expect to use some form of Long-Term Care during their lives with an average cost of $300,000 (or more) (AARP & Morningstar 8/20/2018).

    If you are saving money for retirement, and you are at all concerned about the safety of your money, watch this video to learn how you can be guaranteed to save, grow, and protect your money against investment losses, economic downturns, and excessive management fees.

    The key we use to build your personalized plan is a proprietary strategy which has helped hundreds of individuals and families achieve their ideal retirement… even when it looked like there was no hope.

    Partners Working for You – Three Simple Steps:

    1. We start by identifying what your ideal retirement picture would look like.
    2. Then we assess your financial situation to determine what we can to do to get you there.
    3. The key we use to build your ideal retirement is our proven “Legacy Model”.  This will create a solid plan of action that will give you a stress-free lifestyle.  And you’ll never have to worry about outliving your money or having to spend it all on Long-term Care expenses.  And as an added BONUS, a vast majority of your income will be Tax-Free.

    And we don’t stop there; we and our highly-trained support team are with you for life to continually monitor your plan and make adjustments as your life evolves.