Our advice is principal based and strategy driven.

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement planning.

What You’ll Discover:

Will I have enough income for my retirement savings when considering inflation, health care & social security benefits?

  1. How do I determine what my estimated Social Security income benefits will be at retirement?

  2. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  3. Will my retirement benefits be adjusted for inflation?

  4. When should I consider to start collecting Social Security benefits for retirement?

  5. Are my Social Security income benefits taxable?

Roadmap to your Ideal Retirement

This guide will outline Investment strategies for getting your retirement preparations on track for your American Dream.

We work with thousands of investors nationwide, managing billions of dollars of assets on their behalf. One of the questions that consistently comes up is, “One of the big reasons I’m investing my money is for retirement. Can you

give some perspective on…

​if my money will last?

​when could I retire?

​how can I be successful at retirement?

​I’m not talking solely about investing strategies, I’m also talking about life strategies that could possibly have the ability to help you have a happier, healthier retirement.

I have to be up-front with you, this topic can be very sobering. Our research found information that’s disturbing, negative, and might have the tendency to discourage you because there are some harsh statistics and realities about retirement today. 

In this guide, we’re going to address those concerns and offer some solutions.

We believe that the path to your ideal retirement is within your reach and hope that this guide will help you get on the right track.

Common Mistakes Investors Make And How To Avoid Them

Do you worry about…

Getting high enough returns on investments?

  • Maintaining your standard of living at retirement?

  • Affording high quality education for children and grandchildren?

  • ​The next market crash?

  • ​The next market boom?

  • ​Missing out out on the latest, greatest stock tip?

  • ​Making sense of all the information available?

  • ​Someone else having a better portfolio?

  • ​Not having money to care for your loved ones?

  • ​Getting bad advice and, worse yet, paying for it?

  • ​Buying high and selling low?

If you answered “YES” to any of these questions, you could be trapped in the “Investors’ Dilemma.” Once you understand this cycle and what can happen to your investments as a result, you will gain a whole new perspective on investing.