With 10,000 baby boomers retiring on a daily basis, we have helped hundreds of men, women and couples, understand and conquer the complexities of retirement so they can lead a fulfilling retirement worry-free.
Life can be complex and stressful and financial concepts confusing that is why we have developed our four step MORE program that is so incredibly successful in making the retirement process simple and easy to understand. It focuses on four crucial things that every investor needs in order to be successful and retire comfortably. It will:
Maximize your social security, so you get every dime you’re entitled to.
Organize your finances.
Create real income during retirement, making sure you have the money you need in retirement.
Evaluate your investments, providing you a summary of the fees you are currently paying and the summarize your current investment mix.
Before we make any recommendations, you will have received complimentary and totally free of charge:
Your customized Social Security Benefit Summary, showing you various filing strategies to maximize the payments that you are entitled to.
A Financial Organizer, to summarize all aspects of your financial affairs.
Your Portfolio Evaluation, showing you how your investments have performed historically, how similar or different they are, and the fees/costs that you are paying.
Our recommendations will demonstrate how you can create real income during retirement that will sustain the lifestyle you expressly want to achieve.