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How many times have you thought, who can I trust... who can I turn to.  See what our clients have to say.....


How many times in your life have you said "If I'd only known that when I was younger". Don't wait till it's too late....

A pension-like income brings peace of mind. We specialize in this.


The opportunity to participate in market gains, without risk of market loss sounds impossible to many, but it's not.


Staging funds to help offset inflation, an increase in healthcare expenses or loss of a spouse is wise.



You read more about this all the time. We have specialized in this for several years. Working with patented software, along with the insights and guidance of the team who created it, and started the nationwide discussion.

​Social Security is a pension income stream, that lasts as long as you live and can enhance the life of your surviving spouse. It would be a shame not to make the most of it.



Our personal finances are made up of Income and Expenses. Since most of our retirement income does not increase with the cost of living, it is critical that we do everything we can to control all expenses.


The older we get, the more likely it is that our health care will become our largest single expense. We are experts at this expense control, and will help you understand the good, bad and ugly about all your Medicare coverage options.


We not only eliminate this confusion from your life, but, more importantly, we put the saved money back in your hands to use as you see fit, and restore your peace of mind.

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