ATTENTION: Your Retirement Won't Wait & Neither Will This Offer!
It's Time For You To
Control Your Retirement
When You Work With Us We Are Simply The Advisors To The Boss (You!)
Choose How We Can Best Serve You Below!
Start Immediately Today!

Want To Know More? Scroll Down To Find Out!

Risk-Based Planning Changes Lives!
In an in depth study of our clients retirement projections, we
found that after working with us on average their...
*This is not an income claim, these numbers are an average from real clients, your results will vary.

Retirement Spending Power Increased By



Legacy Increased By

$1.49 Million

How Would Your Retirement Change If This Was You?

You Could Have...

More Time With Family

Increased Freedom To Enjoy Your Golden Years

A Greater Legacy For Good

We Know You Have Options, Here Are The
We WILL Make Sure Your Retirement Plan Is

Fully Customized,
But Simple

Reliable & Comprehensive

Controlled By You,
Advised By Us

"The Secret of Getting the Best Results for Your Small Business Is Joining the Inner Circle."
Russell Brunson

We WON'T...

  • Make You DIY Your Retirement Leaving You Unsure Of What You Need For The Future
  • Force Plans & Actions On You That You Are Not Comfortable Following Through On
  • Abandon You Through The Process Causing A High Chance Of Failure For Your Retirement Planning

The Problems We Can Help You Solve...

  • Eliminate the Top 10 Financial Risks That Destroy Retirement
  • Create A Plan That Brings Greater Peace of Mind For The Future
  • Avoid More Unnecessary Payments From Your Retirement Money To The Government
  • Create & Organize a Legacy for Loved Ones or Your Favorite Organizations
  • Decrease Your Chances of Running Out of Money in Retirement
  • Extend Retirement Spending Power
  • Leave A Simplified & Potentially Larger Legacy
  • Have More Time To Create Memories With Family & Friends Instead Of Stressing About Finances
  • ​+ Much More!

What Makes Us Different?

Quite A Lot Actually...

1. We Are Fully Independent Advisors

Most advisors are not independent meaning they cannot sell you all available financial products. Often times their products are hand picked to benefit them more than you. That's not the case for us, WE'RE INDEPENDENT INSURANCE AGENTS & INVESTMENT ADVISOR REPRESENTATIVES!

We can and will help you find the products that are best for you, because that is what we do. THIS IS YOUR RETIREMENT, not ours!

2. We Approach With CARE

Retirement has changed, but many advisors' approach to retirement hasn't. There are new risks today that your parents didn't have, but by using Risk-Based Planning we can help you manage them. Furthermore, we don't COPY and paste someone else's retirement plan on you. Instead we show you how much we CARE.

Our CARE Approach
C - Customize our A - Approach to R - Retirement for E - Everyone!

Most Other Advisors COPY Approach
C - Clone O - Our P - Planning on Y - You

3. We Work With Complete Transparency

Many advisors get you in the door with a low fee promise on one individual service, not telling you of their hidden additional fees that can end up totaling as much as 10% + and have a significant impact on your retirement success.*

Not us though, you know everything we charge from the start.
*Pulled From - Robbins, T. (2014). Become the Insider: Know the Rules before you Get in the Game. In Money: Master the game: 7 steps to financial freedom. essay, Simon & Schuster. 

Your Options & Prices

Retirement Plan Package

  • 3 Plan Iterations (If you are not satisfied with the initial plan created)
  • ACT Based Solutions To Reduce Risks
  • Risk-Based Retirement Plan Bundle
  • ​​Step-by-Step Roadmap
  • ​​Detailed Social Security Analysis
  • ​​RRA Legacy Vault
  • ​​Access To Our Team Of 100+ Experts

$2,495 For Plan

Asset Management Package

  • UNLIMITED Plan Iterations (For as long as you are a client)
  • ACT Based Solutions To Reduce Risks
  • ​Risk-Based Retirement Plan Bundle
  • ​Step-by-Step Roadmap
  • ​​Detailed Social Security Analysis
  • ​​RRA Legacy Vault
  • ​​Access To Our Team Of 100+ Experts
  • ​​Asset Management With Quarterly Check Ins

FREE Yearly Plan

+ A 0.5 to 1.5% Asset Management Fee

When You Start Today

 This Is What We'll Do For You!

Other Advisors Say They "Take A Holistic Approach"... BUT DO THEY?

Many Advisors...

  • Are Limited To Products That Often Provide THEM A Greater Benefit Than They Do YOU! 
  • Charge Hidden Fees
  • Only Build Semi Custom Plans That Have An Increased Probability For Failure
  • ​​​Only Offer Limited Retirement Planning Services Because The Other Services Don't Make Them Money, All Under The Guise Of "Holistic Planning"

That Doesn't Seem "Holistic" To Us

Our Team...

  • Is Completely Independent, Empowering Us To Give You The Products That Are Best For You
  • ​Gives Full Transparency (No Hidden Fees)
  • ​Onboards You So Your Plan Can Match Your Dreams & Goals
  • Performs A Detailed Social Security Analysis Helping You Get The Full Extent Of Your Benefits As Soon As You Can
  • Executes A Rigorous Tax Analysis Allowing You To Give As Little To The Government As You Can
  • Conducts A Thorough Risk Assessment Planning How To Counteract The Top 10+ Financial Risks To You Instead Of The 2-3 Most Advisors Address
  • Delivers A ​Portfolio Review Helping To Ensure Your Assets & Ratios Look Healthy (Only done if you choose the "Asset Management Package")
  • ​Presents A Digital Binder With Plans & Strategies Explaining What Is There And Answering Any Of Your Questions
  • ​Regularly Reviews Where You Are Aiding Greater Progress To Be Made & Helping In Adjustments Where We Can (Only done if you choose the "Asset Management Package")
  • ​Educates You On What Is Important & What Might Be Easy To Overlook
  • ​Ensures To Answer Your Questions So You Can Act In Confidence
  • Ultimately Aids You The Best We Can To Allow You To Choose The Lifestyle That Makes You Happy

Know It's A Good Fit From The Start!


This Is NOT For People Who...

  • Are Tirelessly Working To Pay Off Large Amounts Of Debt
  • Have NO Nest Egg, 401k, Pension, or Other Significant Retirement Fund 
  • Have Financial Security Regardless of Your Actions (Sorry Jeff Bezos)
  • Are Trying To Patch Together A DIY Retirement Plan
  • ​​Plan To Just Have Their Family Pay For & Take Care of Everything
  • ​Think Quitting A Job & Doing Side Hustles Full Time Is Retirement

This IS For People Who...

  • Are Single or Married Professionals (Especially Accountants)
  • ​Want To Utilize Tools & Resources Only Licensed Professionals Can Use/Access
  • Have $500,000 In Manageable Assets (Not Including Your Home) OR
  • Make $100,000 Annually In Household Income
  • ​Are 50+ Years Old (Sorry F.I.R.E. Community)
  • ​Want To Create A Simple But Custom Retirement Plan That Won't Completely Fall Apart In Cases Of Dementia or a Spouses Death 

How It Works & What To Do Now

It's Simple Really!

1. Select Your Desired Package On This Page

"Simple Enough..."


2. Fill Out The Form On The Next Page

3. Schedule Your First Appointment To Meet With Us


"Pff... That's It?"

4. Show Up To The Meeting & We'll Take The Rest From There!

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