Retirement Planning

The 4 Essential Elements:

Income Independence

Our unique and proprietary systems and services will take you from where you are today, to your Financial Independence Day, so you can begin to live the life you really want.  Select any of the headings below to learn more about them now.

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The 4x4 Financial Independence Plan

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The Smart 401(k) Supercharger

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The Smart College Cost Eliminator

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The Smart Debt Eliminator/Credit Builder System

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The Smart Financial Independence Blueprint

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The Smart Investment Property Evaluator

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The Smart Mortgage Paydown Accelerator

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The Smart Social Security Maximizer/Retirement Healthcase Estimator

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Annuities

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Coaching and Consulting

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Delaware Statutory Trusts

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Insurance-Disability

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Insurance-Life

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Mortgages-Forward

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Mortgages-Reverse

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Notes

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Real Estate Rentals (Direct)

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Real Estate Rentals (Partnerships & Syndications)

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Securities (Stocks & Bonds)

Income Independence
Edification

The material in this section is designed to help you both grow and maintain your Retirement Plan so you can live more independently!

ETF or Mutual Fund?

ETF or Mutual Fund?

ETFs (Exchange Traded Funds) and Mutual Funds are similar in just enough ways to be confusing. ETF’s popularity is...

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Income Crisis

Income Crisis

We are used to talking about job losses in the midst of a recession. That’s a measurement we’ve seen before. But...

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