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
Education

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

Home Equity Conversion

Home Equity Conversion

If you own your home, and you have at least 50% equity to market value, watch this video to learn how you can (and why...

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The Cost of School

The Cost of School

School is back in session but in many cases not on campus...should the cost of school change? School budgets are an...

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What’s a SPAC?

What’s a SPAC?

The rage on Wall Street is a new company called a SPAC. It let's you raise money on an exchange without actually...

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Estate Tax Liquidity

Estate Tax Liquidity

If you have a current net worth of at least $5,000,000 growing faster than inflation, and want to minimize the estate...

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