First and foremost, we want to help you make more informed decisions, so you can more fully understand the options that we offer you. We want YOU to be in control of your money. In addition to our private and confidential Goal Setting sessions, we’ll provide you multiple opportunities to read reports and guides and watch videos on subjects you want to become familiar with to help facilitate your journey. All of our resources are available to you at no cost, regardless of whether you ultimately work with us or not.
Free reports outlining strategies that may work for your situation
A wealth of video resources, including hypothetical case studies
Unlimited feedback on your insights and questions as you watch and read
A collaboration to establish reasonable goals unique to you
A thorough analysis of your financial situation
The result? We will help you identify stumbling blocks in your retirement preparation today and potential income gaps tomorrow. Our goal is to leverage all sources to help you maximize your social security benefits to potentially get more from all your retirement income sources.
Our office will match you with a licensed insurance agent in your area - who you can meet with in person wherever you are most comfortable OR in an online virtual meeting.
This is a FREE, no obligation, 100% confidential discovery session where you'll learn if an annuity is right for you and we'll learn how we can help you achieve your retirement goals.
Before this meeting, our licensed professional will analyze your:
taxes
investment portfolio and fees
stock certificates, bonds & CDs
life insurance, annuities and long-term care benefits
We will zone in on your retirement income goals, using retirement-focused software that allows you to visualize your retirement reality. Together, you'll use this powerful tool to quickly assess and solve for any gaps or risk you may face.
This is the last and final step of our 3-Step "GPS" Process.
This also happens to be our favorite step!
We bring your custom-tailored retirement income strategy (plan) to you that is designed to help you maximize your potential income, minimize taxes and using a holistic approach and products from highly-rated insurance companies.