A Secure Retirement Income Plan takes the key retirement risks off the table and focuses on the number one most imporant thing
Chronic Healthcare Protection
It's not a question of if you will need some type of chronic care, but how soon. Protecting your assets is a key plan piece.
Estate Protection
Efficient Estate Protection has a simple, easy to understand plan that passes your assets with the lowest costs and taxation.
Health Care Planning
Choosing the right Medicare Health Insurance plan can be challenging due to all the choices. Our proprietary process makes it easy.
about us
We are here to help make your retirement easy and SAFE
Safe Income Plan
95%
Medicare Health Plan
97%
Estate Plan
54%
Chronic Healthcare Protection
38%
A sound retirement plan doesn’t need to be complicated or hard to understand. In fact, it should be just the opposite. The easier for you to understand, the better.
We take great pride in finding out what’s important to you, then crafting a safe plan to make it happen. A plan where you don’t have to worry about running out of money. A plan that removes risk. A plan you understand.
Video
How Safe Retirement Plans Work
Why choose us
There are so many “Experts”,
why choose us?
Too many times, we saw people entering Retirement with entirely too much risk and without a plan for protected, lifetime income. We often saw people who’s planners were not looking at the big picture and how all the parts of retirement are intertwined. We felt it was time to offer people complete, easy to understand solutions that addresses all of their planning needs and takes the key retirement risks off the table
Expert team
Our team has over 50 years combined experience and 15 years working together to help clients
Exclusive Solutions
Some of our protected income solutions are only available to an exclusive group of advisors who focus on protection of your assets
Comprehensive Services
The 4 areas of retirement are tied together. Our plans address all aspects, risks and opportunities.