The 4 Essential Elements:

Retirement Planning

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.

  • The 4×4 Financial Independence Plan sm
  • The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator sm
  • The 401k Supercharger sm
  • The Home Equity Acceleration Plan – H.E.A.P.
  • College Planning
  • Consulting

Educational Articles

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

Key Financial Data-2015

  Do you want a quick resource for income tax tables, deduction and contribution limits, virtually all important financial data in one place?  Then download this FREE Key Financial Data page and pass this link along to all your friends, family and associates....

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