Most of the people we sit down with have done an incredible job of accumulating wealth over their lifetime in their IRAs, 401ks, and other retirement plans. However, they feel overwhelmed and uncertain when it is time to transition into another season of life. We find that when we visit with those nearing retirement and discuss our 5 Point Retirement Defense Plan, our clients report they lie awake at night, worried about their future. Often, they’re unable to answer the three most important retirement questions:

We understand that most have never been shown how to transition from accumulating wealth to then generating the income to replace their paychecks as they enter into retirement.

Using our 5 Point Retirement Defense Plan, we design financial strategies to help you answer the three most important questions with confidence. We also understand the importance of passing along hard-earned wealth to loved ones and can incorporate time-tested strategies into your estate and legacy plan.

Our proprietary process has allowed us to serve over 900 families across the United States and help prepare for and transition them into retirement, where they are free to live life abundantly and with confidence.