Get the information that can help you live a confident retirement


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The decision you make regarding how and when to claim your Social Security benefits will be among the most complex and largest financial decisions you will make in your lifetime, BUT being informed has become more important than ever!


Why We Do This:

  • Baby Boomers needed a trusted resource to navigate retirement successfully
  • Pre-retirees and retirees have two overarching questions…..
  • Traditional financial professionals do not have a broad enough understanding of how all the puzzle pieces of retirement fit together, but we do!


We are Specialists at:

  • Taxes in retirement – Forward Tax Planning
  • Social Security/Medicare – NSSA certified
  • Legacy/Trust Planning – Experts at Strategy Development
  • Investment Portfolio Risk Management
  • Producing sufficient income despite possible disruptors:
    • Stock market downturn
    • Medical issues
    • Passing of a spouse


We welcome those who are at or nearing retirement to join us for an enlightening discussion on how to avoid some very common mistakes people make in signing up for Social Security benefits while ensuring you get the most from those benefits, as well.  Discover how making one uninformed decision could potentially impact your retirement income by tens of thousands of dollars! Timing could be everything!



Complimentary Consultation

We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.

Or give us a call at 800.516.5861