• A FEW WORDS ABOUT US

    The nature of our business is simple; the more people we successfully help to improve their retirement income plan the better our business. To ensure that we deliver a better long-term financial plan we introduce our clients to stock market alternative investments. Just about everyone that we have the opportunity to work with has similar concerns. They want to protect what they have worked so hard to put away, but not at the cost of limiting growth opportunities. What is also similar is that most people we talk to believe there are no stock market alternative investments that will give them both low risk and decent returns.

    There is a reason that most believe do not believe or are unaware that alternatives to the status quo of long-term savings strategies like the 401K or the IRA exist; the financial planning industry does better when consumers put their hard-earned dollars in those vehicles. That is not necessarily the case. There are many opportunities available that can give you significant returns with very limited risk.

    The average investor deserves to have access to the same information and opportunity that high net worth investors have. This is why we educate, advise and empower investors to become aware of stock market alternative investments that will make a positive impact in their long-term financial planning.

  • IUL - Indexed Universal Life Insurance

    WATCH HERE

    IUL - Indexed Universal Life Insurance

    IUL - Indexed Universal Life Insurance

    IUL - Indexed Universal Life Insurance

    WATCH HERE

  • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    Financial Services

    Financial Services

    Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    Insurance Services

    Insurance Services

    Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    Educational Videos

    Educational Videos

    Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

    Read More

  • WEEKLY NEWSLETTER

  • IRA BLOG

  • 2 Huge Things People Get Wrong About Retirement

    So much for the "golden years." Some 28% of recent retirees complain that life is actually worse in retirement than it was when they were working, according to a recent survey by Nationwide. The cause may be mismatched expectations. Pre-retirees tend to overestimate two factors that will be [...]

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    Retirement in 2017: 5 Stats Everyone Should Know

    Here's the state of retirement saving in the U.S., and what to do if you need to catch up. If you read the financial news often, you may have heard about the "retirement crisis" many Americans are facing. While it's true that the average American doesn't save nearly enough for retirement, the good [...]

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    Americans are spending more money after they retire

    Most people expect to spend less money after they retire. But that might not be the case -- at least not at first. Spending rose for more than half of taxpayers during the first three years after claiming Social Security, according to a report based on tax data and analyzed by economists at the [...]

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  • Rothification?

    October 16, 2017
    Rothification?

    Rothification is a term that is being tossed around a lot as tax reform takes center stage in Congress. What does Rothification mean? Proposals vary but, basically, it’s the idea of eliminating tax deductions and deferrals for retirement savings and instead mandating after-tax contributions with a[...]

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    Are You Over 70.5 Years Old and Still Working? Take Advantage of These Benefits: This Week’s Q&A

    This week's Slott Report Mailbag looks into 403(b) plans, RMDs, still-working exceptions, and trusts. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have a question in regards to taking an RMD [...]

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    October Retirement Deadlines

    October 11, 2017
    October Retirement Deadlines

    In a post last week, we talked about the Roth recharacterization deadline which is fast approaching. October 16, 2017 is the last date to recharacterize a 2016 Roth conversion. Another important deadline that is coming up is for trusts that became the beneficiaries of retirement assets in 2016. A[...]

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