What We Do

Will your money be there for you as you live into your 80’s, 90’s, and 100’s? Will it be there for your family if you are not?

Are you afraid that another market downturn will crush your dreams of a worry-free retirement? In 2008, the S&P 500 lost 40% of its value. It took five years of recovery just to get back to zero growth. Will that happen again? Will it happen to you when you need your money the most?

According to AARP, 52% of people turning age 65 will need some type of long-term care services in their lifetimes. We will show you how to protect yourself without pouring your hard-earned savings into outrageously expensive insurance premiums that may or may not ever pay.

Do you know how to maximize your retirement income in the most tax-efficient and effective way? We do! Through a combination of guaranteed investments that you can never outlive along with non-correlated investments (meaning the price movement of one investment has no effect on the price movement of the other investment).

We can help you have a secure, healthy, and wonderful retirement.

If you are within ten years of retirement, you simply do not have the luxury of riding out the rollercoaster that we call our stock market. Waiting even a single month can have devastating effects upon your retirement lifestyle. To protect your retirement happiness: contact us now.

Once you call or email us, we will give you a free, no obligation review of your assets and objectives. We will then tailor a plan just for you that will meet your goals.

There is no risk in learning what we can do for you.