Videos

How Does an Indexing Strategy Work?

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Club versus Swing

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Revisiting the U.S. Debt Clock and the Importance of having a Private Reserve Strategy

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If what you thought to be true turned out not to be true, when would you want to know?

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Taking a Look at Our Country’s Debt

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How Does a Private Reserve Strategy Work?

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When to Claim Social Security Benefits

When do you plan to claim your social security benefits? Did you know there are over 560 ways for a couple to claim social security and 23% of people would start drawing benefits at a later age if they understood the trade off?   […]

Do You Have a Retirement Gap?

Most people spend more time planning for their summer vacation than for retirement. What many fail to realize is that retirement is the longest vacation of their lives.   […]

Long-Term Care

You’ve worked hard to prepare for your retirement, but are your finances and family protected if you are diagnosed with a critical, chronic or terminal long-term care need?   […]

My Planning Process

How does our process work? We first look at what you have currently saved and what you would like to receive in retirement income. From there, we determine if we can develop a strategy that provides more benefits with less risk.   […]