RETIREMENT and COLLEGE TOOLS

FREE Tools To Utilize For Retirement Planning and College Planning

Free Report: Social 
Security Maximization

We have spent months on building a proprietary 
system that generates a report informing you on 
what your optimal retirement age is. In the report, 
we will show you...

 

  • Projected monthly benefits if you file at that specified age (62-70)
     

  • Comparison of suggested strategy to other common strategies
     

  • A quick guide to the most useful Social Security links

Do you have questions that need answers? Not sure what to do? Give us a call and we'll set up your free consultation to educate you, determine your current situation and get you moving in the right direction to reach your goals.

21 Point Checklist

Our 21 point checklist is an essential checklist to make sure you have everything in place to not only protect everything you worked hard for, but  - 7 essential financial documents done right now… to protect you and your family from both financial and health hardships. These documents, which are free to you, can be the difference of…
 

  • Spending thousands unnecessarily…

  • Getting bogged down in both medical and financial red tape…

  • Create an unending burden of stress…

 

Instead, by having these 7 things done properly…you can make sure any unforeseen problems in the future will be handled much more easily and efficiently.

Please reach out and schedule a time for me to assist you with filling out and filing these important documents.

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Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. 

 

The information and comparisons that may be presented on this site and any printable forms are not securities-related and the topics presented do not participate in the stock market nor are they stock market investments. Any guarantees are backed by the claims-paying ability of the insurance company and are subject to change. The real life cases presented are for informational purposes and illustrative purposes only. They should not be deemed a representation of past or guarantee future results. The cases do not represent any specific product, nor do they reflect sales charges or other expenses that may be required for some policies. No representation is made as to the accuracy of the analysis. All investments involve varying levels and types of risks.