Retirement Income Specialist

We help our clients understand their options and implement powerful strategies for asset protection, guaranteed lifetime income and legacy planning.
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Services

Once we are clear on your vision, we will develop a custom, in-house plan.

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Retirement Plan

To create a successful plan, we integrate these 5 key components: Income, Taxes, Social Security, Healthcare and Legacy. By minimizing taxes and strategically timing your social security benefits, we can maximize your income allowing you to meet all of your retirement and legacy goals. Plan is valued at $1,495. Fee is waived upon Plan implementation.

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Plan Implementation

With your plan design complete, our trained staff will prepare the necessary paperwork to transfer your assets. Once your assets arrive, we do a final walkthrough of your plan addressing any questions or concerns that may arise. Income distributions typically commence 30 days from date of funding.

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Our Google Rating

We have earned 5 stars! Would you like to see it for yourself? Click on the button below to find out what our clients say about our services on Google reviews.

BOOK

What Suze Orman Isn't Telling You

You can’t afford to lose money and you have to make sure the money you do have works as hard as you do. In “What Suze Orman Isn’t Telling You”, you will discover an investment alternative with no contribution limits, no income limits, no market risk, no liquidity restrictions, and no income taxes.

ABOUT US

We are changing the face of retirement

 A Google search for financial advice turns up 591 million results. With information just a click away, you might be wondering why people have been talking to me about their money for over 30 years. Here are three reasons: I help them focus on what’s important, I help them understand tradeoffs and I help them take action. 

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Inception includes mergers and acquisitions
+ 0
Years of experience
+ 100
Satisfied clients

CALENDAR

2020 Seminar Calendar

Due to COVID 19, our seminar schedule is temporarily unavailable. Call Amber at 304-840-0001 for current information.

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About us