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AS YOU APPROACH RETIREMENT?

YOU'RE NOT ALONE...

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Find Out Where You Stand Regarding

"5" Crucial Retirement Areas...


  • Income, Social Security all Sources
  • Medical & Health Care
  • Advance Financial Planning
  • Risk Managment
  • Tax-Efficient Strategies

As Retirement 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
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Your Financial Goals.........

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20 min. Webinar on Demand

Income in Retirement

The 4% Rule Explained,

How to get Income in Retirement and

How to Not Outlive Your Money!



The 4% Rule to Secure Retirement Income has Changed!


No Income, Less Income or Even Outlive Your Money in Retirement


The 4% Rule John Davis 20 min Webinar on Demand Presentation



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