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Our firm specializes in helping individuals develop sound retirement strategies. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, and planning.
Our mission is to serve individuals and couples in all stages of life. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. Whether you are in the Accumulation phase of life, or the Distribution phase, there are key strategies for each step of the way.
Know Your Risk NumberHigher returns usually means taking on greater risk and higher volatility. Are you comfortable taking on more risk for the potential of higher returns?Or are you more conservative, and prefer to minimize or eliminate potential risks in favor of more conservative investments?
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What's Your Risk Number?
Learn how to save for retirement in a way that will create Tax Free Income for you in retirement. This type of account also allows you to grow your money risk free, and create a lifetime income stream.
Is debt getting in the way?
If you were Debt Free, would you be able to save more for retirement?
Would your retirement be be easier if your house was paid off?
Learn the Debt Elimination program that has been taught for years, used by millions, and allows you to be completely Debt Free, including your house, in about half the time as traditional methods.
As you move from the Accumulation Phase of life to the Distribution Phase, it becomes extremely important to shift your focus to protecting what you have worked so hard for - while still enjoying growth. Learn about the 3 categories of money, and why they are so important.
Learn about the 2 primary ways to set up Lifetime Income streams, and which ones are right for you.
There are several ways to plan for funding a college education, but which one is the best? Learn why the College Funding program we teach stands head and shoulders above the rest.
How much basic life insurance do you need? And what about Term vs Permanent? What are the pros and cons of each and which one is right for you?Learn about the basics of the 4 primary types of life insurance
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