Retirement Planning & Social Security

To prepare for your financial future and what’s more important, LET’S TALK, NO CHARGE, you’ll want to consider these 10 SIMPLE DECISIONS:

  • Where will I live rent-free or HOUSE-payment-free?
  • How do I set up an EMERGENCY fund?
  • How can I get a WILL and Power of Attorney at essentially no cost?
  • How can I become DEBT-FREE ?
  • How can I have low cost HEALTH insurance in the future?
  • What simple steps can I take now to prepare for eventual RETIREMENT?
  • What options do I have for TAX-DEFERRED accumulation?
  • Do I need to do anything for my FAMILY?
  • Could a hobby or volunteer service make my life more MEANINGFUL?
  • Am I willing to admit I can’t procrastinate but need to act NOW?

What we can offer you:

  • Unbiased and professional answers to your financial and Social Security questions
  • 35 years of experience in helping others prepare for their futures & Retirement
  • Willingness to listen to your concerns with a REAL PERSON