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TO FINANCIAL FREEDOM?
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As Planning Specialists
We help people with...
MortgageMax - Avoid Expensive Refinancing
Social Security Maximization
Maximizing Retirement Income all Sources
Social-Security-Like Income Annuity Plans
Replacing lost Social Security Survivor Income
Tax-Free Rollovers of 401k's 403b's & IRA's
Insurance, Life, Long-Term Care, Final Expense
Estate Planning, ILIT's, Wills, Trusts, POA's
Survivor's Guides, Quality of Life Directive's
Beneficiary Liquidity Plan's for Survivor's
Asset Protection from Probate and Creditors
Certified Financial Fiduciary
Watch the Tom Hegna PBS Special Presentation
Don't Worry Retire Happy
Learn the
The 7 Steps to Retirement Happines.
Suze Orman does not recommend
"Variable Annuities"
Neither Do We...
Suze Orman recommends
Fixed Index Annuites which are
Single Premium Deferred Annuities
So Do We!
Learn as Tony Robbins explains how
Fixed Inxed Annuities work
and why he owns them
and why you should to, in Retirement.
Learn, Why Suze Orman
Recommends Deferred Annuities
In about a minute... learn how they work
and see what they can do for you!
Learn, Why you may want to
convert your 401k, IRA or 403b
into a Lifetime Retirement Income.
Learn How to get a Guaranteed
Lifetime of Retirement Income
Introducing...
"The Lifetime Income Withdrawl Guarantee"
Learn about the
Retirement Delema
Facing Retirees Today
How much Guaranteed Income
do You Have?
Learn How You can have a Paycheck for Life
One that acts like a pension where your monthly income does not go down and you never run out of money due to
stock market declines.
Right Now....You're Rich on Paper!
When You Retire and Need Income...
and start pulling money out of your
401k's, 403b's and IRA's
that's When it Gets Real.
From the Wolf of Wall Street
Foul Language - Viewer Discretion Advised
Is the Money Your Pay on Your Mortgage
and all Your other Debts Quietly
Robbing You of Your Financial Future?
Change Your Financial Future
in just 8 minutes!
Watch and Learn...
How the Money Max Account
Works in this Video Presentation!
5 min. Webinar on Demand
Learn from John Davis, how a Fixed Indexed Annuity earns Interest with a 4-Year Graph Example. See how it protects your money from stock market losses.
20 min. Webinar on Demand
Learn about the 4% Rule
It's promoted by Wall Street as a
safe way to live off your investments
and never outlive your money in retirement.
We like it, but see some problems with it.
Problems like No Income or Reduced Income
or burning through your assets and running out of money.
Learn about the
Beneficary Liquidity Plan and Trust
Learn why you might want
to have this plan
in place before it's too late!