We Are Not a Fee-Based Firm

We help our clients  preserve and protect their financial resources and retirement income. We provide our services and educational workshops for no cost to you.

Book a Call to Learn More

List of Our Free Retirement  Planning Services:

Social Security Timing & Maximization Report
Retirement Income Analysis & Cash Flow Projections
Asset Risk Analysis
Tax-Free or Tax- Reduction Strategies Report
Your One Page Retirement Income Summary

Extensive Review of Your Current Financial Profile
and When Advantageous Recommendations
Regarding:

Your Cash Flow
Asset Redistribution to Facilitate Risk Reduction
Annuities
Life Insurance
Mortgage Planning
Long Term Care Planning and Insurance
Asset Transfer and Legacy Planning

We Are Specialists in Qualified Money

Strategic Tax Planning Specialists
IRA’s, ROTH IRA’s, 
ROTH 401 (k) and ROTH IRA
ROTH Conversions
401(k), 401 (a), 403 (b) 457 plans
SEP IRA’s
Defined Benefit Plans
Deferred Compensation Plans
Private Pensions

If you would like a FREE 20 Minute Discovery Call to get your questions
answered and see if we can help you, click the button and book a time on
our calendar for a Zoom Call.