Your Retirement


Most retirement planning – strategies – and investment vehicles expose our money to uncertainty. The uncertainty of markets, of taxes, of fees and commissions, of how much future income we can rely on. We eliminate uncertainty and plot a pathway to the kind of retirement we dream of.

Valuable Resources

  • Did you know taxes & fees can eat up to 50% – 70% of your 401(k)?
  • CBS This Morning & Tony Robins – Hidden 401K Fees. (1 minute)
  • U.S. Department of Labor – Yes You Really Do Pay Fees. (2 minutes)
  • CBS 60 Minutes, Time Magazine & Morning Joe & PBS Frontline talk about 401k problems you face. (6 minutes)
  • After viewing the first 3 short videos, take 5 minutes to view a Simple Side by Side Comparison – a 401(k), 403(b) or IRA versus The Alternative – You decide!

Our Commitment is Your Peace of Mind.