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 provide you unlimited consultations.
We'll get to know you and your unique situation & then share ideas and information with you. We make recommendations only after discussing:
- The positive attributes and negative characteristics of any investment product discussed
- All fees, expenses, or charges for acquisition, on-going maintenance and surrender
- A comparison to the plans and programs already implemented or contemplated by you
Do you have a relationship with a retirement planning professional?
If not, why not? Could it be...
- you feel that it's too expensive?
- you feel your portfolio or estate isn't large enough?
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!
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