Albert Einstein once said, “You have to learn the rules of the game, and then you have to play better than anyone else.” Our main objective throughout this process is to educate you simply and effectively, so that you can make the best decisions that allow you to reach your goals. We will never charge you a hidden fee, and we will never recommend a product, service or partner that we don’t 100% believe is in your financial best interest.
“I went from 40 years of being Mr. LePlae the principal to ‘The Silver Fox’ on the golf course.”
We will work with you until everything is exactly as you need and will deliver results. You living your goals and preferred lifestyle.
100% Satisfaction Guarantee
Proper income planning is one of the most important decisions you can make.
Most of the time, within the rules of your pension system and retirement accounts along with advanced outside strategies, there are solutions and options that were never disclosed, discussed, or considered. Your company, their third-party administrator, your co-workers and even many financial advisor just do not have the education or access to all the options available to you and what will get YOU to your goals and your desired results.
We have heard countless stories from people who thought they made the best decision, only to find, it was not. You can only make this decision once. You cannot afford to hope you are making the best decision for you and your family.
We are experts, committed to helping you get it right. The rewards are a higher standard of living, increased net worth and total peace of mind.
You will be thoroughly educated on all the options and the advanced strategy that fits you best.
Retire Comfortably, Doing what you love… All by design.
The perfect retirement requires a complete, easy for you to understand solution with a tailored income plan.
Tell us what your hopes and dreams are, and our team of experts will work with you to make them a reality.
Never having to worry about outliving your money, creating guaranteed income streams that pay you and your loved one(s) for life, maintaining or exceeding your existing standard of living throughout the year, is our mission. All with total peace of mind.
Anywhere you will get re-occurring income is in the plan.
Social Security Strategies
We come up with your best income strategy and then tailor it down to how much.
You will get one of two things from this meeting:
Over 95% of the time, we can show you how to improve your current plans simply and effectively.
We’ll go through all these questions with you, making sure you have all the information you need to ensure that your current or proposed annuities are performing the way you need them to.