Thank You

Your Free Download will arrive in your inbox in about 12 minutes. In the meantime watch this short but important 4:37 minute video I made for you:


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 withdraw a steady supplemental retirement income for life, I want to GIFT you a complimentary Retirement Income 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 you will have enough investment income throughout your retirement.

Click Here to Schedule Your 15-minute Call ->

Here's What You Get

15-Minute Retirement Income Call

During this call, we can discuss the key elements of my Retiring Forever on Your Investments PDF Book as they apply to your personal situation and goals. 


We can discuss your plan for:


  • Investing for Income in Retirement
  • The silent killers of taxes and inflation
  • The 4% Rule
  • Three Steps to Safely Maximize Your Portfolio Income
  • Whatever is on your mind


My goal is to answer your questions and point you in the right direction so you too can be confident that you can enjoy your retirement without worrying about running out of money.


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.