Retirement & Income Planning / Benefit Consultant
That's why my ultimate mission is to create confidence for my clients, and to become their financial friend and advisor for life. We would love for you to contact us so we can develop and put into action a comprehensive plan that is customized to pursue your unique situation, circumstances, goals and desires.
My single purpose is to educate you on what I consider one of the best retirement and legacy planning strategies available in the industry today, and then develop and implement financial plans and programs that allow you to safely pursue growth and help protect your hard-earned savings, as well as turn those savings into a reliable income stream for the rest of your life when you retire. In addition, we'll work closely together to develop comprehensive legacy plans that will efficiently transfer your financial estate to your heirs in a manner that satisfies your wishes, saves time, reduces costs, minimizes taxes and maximizes the size of the estate that you ultimately pass on to the family members and/or charities of your choice.
We'll get to know you and your unique situation & then share ideas and information with you. We make recommendations only after discussing:
If not, why not? Could it be...
Not any more! Finally an opportunity exists to establish a relationship with a professional in the areas of retirement and legacy planning that can help you prepare for your financial future with no minimum net-worth requirement and never any fees for our consultations!
Additionally, we will deliver the brochures and/or prospectuses to you (if applicable) of any products mentioned during this meeting for further study and research. You will then have ample time to decide if your Representative's recommendations make sense, and when you are comfortable we will implement these plans and programs where appropriate that we believe represents major upgrades to your existing retirement and legacy plans.