Meet Your Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Your Team has collectively over fifty years experience in Retirement Planning and closely related areas. Time again we see people working diligently by themselves, or with Advisors, trying to accumulate enough money by retirement age to retire comfortably.

Many are doing quite well in this accumulation phase but most simply haven’t given any thought to how to most efficiently turn these dollars into their maximum safe retirement cash flow. Have you?

Do you realize that at age 45 you will in all likelihood spend one-half, at 55 two thirds of the rest of your life in Retirement?  How significant would an additional twenty-five to seventy-five percent monthly income from your Retirement Plan(s) be?  Obviously tens of thousands of dollars during those critical years when you have no real alternatives except a significantly reduced "Lifestyle"!

If not, you could be forced into one of the usual “default” choices unnecessarily reducing your lifetime retirement income. If you will give us the opportunity to discuss it with you we feel very strongly that we can show you how to increase your annual retirement income by twenty five to seventy five percent per year.

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OUR PROCESS DOES NOT NECESSITATE CHANGING YOUR PRESENT INVESTMENTS

OR FINANCIAL ADVISOR