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Want to Accelerate Your Results with Some Custom Help?
Schedule Your Complimentary 15-minute call 

So, if you have accumulated investment and retirement assets of $500,000 dollars or more (excluding real estate) and you would like to improve your portfolio for retirement, I want to GIFT you a complimentary Retirement and Investing Call. 

During the call we can discuss the key elements of my PDF Book as they apply to your personal situation and goals. My goal is to answer your questions and point you in the right direction so you too can know that your your investments are properly aligned to meet your retirement goals.

Click Here to Schedule Your 15-minute Call ->

Here's What You Get

15-Minute Retirement and Investing Call

During this call, we can discuss the key elements of my Investing in Retirement PDF Book as they apply to your personal situation and goals. 


  • Navigate the Retirement Danger Zone
  • Invest in Stocks for protection and growth
  • Reduce Your Stock Market Exposure Without Sacrificing Return
  • Use Bonds to Lower Your Risk and Increase Your Income


My goal is to answer your questions and point you in the right direction so you too can be confident that your investments are properly aligned to accomplish your retirement goals.


For Those Who Want to Go Deeper

 Retirement and Tax Assessment

 [$5000 Value Yours FREE!]

After the call, if you want to go deeper, you can take the next step in our process designed to help you make your retirement a success. 


For those who are potentially a good fit to become a client, there is no cost or obligation for this Retirement and Tax Assessment [valued at $5000]. 


We want you to know exactly how we will help you improve your retirement and reduce your tax bill before paying us a single dollar.


You will finish this assessment process knowing exactly where you stand in all four of the key areas of retirement success.


Learning our process will also give you a framework by which to evaluate other firms you may be considering. 

Why would we make this offer?

You might be wondering why we are making this offer. 


The reason is that we have found this process to be the best way to help you evaluate the value of our services and make an informed decision about hiring our firm.