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Would you like to:

  • Pay $1,000’s LESS in taxes per year of retirement?
  • Get $10,000’s MORE out of your lifetime Social Security benefits?
  • Protect your investments against market downturns while retaining steady growth?
  • Have the peace of mind that comes with a lifetime income plan?

The first step toward achieving your retirement goals is having a plan.

Take that important step by selecting an available time slot that works for you in the adjacent calendar.

For more information, please see the F.A.Q. below.


Will I need anything for our meeting?

Only a willingness to invest the time in allowing us to create the right plan for you and your assets. We believe the return to be well worth it for both your financial future and your peace of mind!

What is the next step after the consultation?

We will schedule a follow-up virtual or in-person meeting to gather the info needed to create a retirement plan designed to:

  1. Minimize taxes
  2. Maximize Social Security benefits
  3. Grow your investments in a responsible manner
  4. Preserve your assets
  5. Protect your legacy
  6. Achieve any goals unique to you.

This follow-up meeting is complimentary and no-obligation as well.