Retirement Planning
The 4 Essential Elements:
Income IndependenceOur 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 4x4 Financial Independence Plan
The Smart 401(k) Supercharger
The Smart College Cost Eliminator
The Smart Debt Eliminator/Credit Builder System
The Smart Financial Independence Blueprint
The Smart Investment Property Evaluator
The Smart Mortgage Paydown Accelerator
The Smart Social Security Maximizer/Retirement Healthcase Estimator
Annuities
Coaching and Consulting
Delaware Statutory Trusts
Insurance-Disability
Insurance-Life
Mortgages-Forward
Mortgages-Reverse
Notes
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
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
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...
EPISODE 11 Protecting Your Estate Plan
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
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...
Simple 401(k): Low Cost / Low Risk
If you are responsible for the administration of your company's 401k plan, watch this video to learn how important it...
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...
A Widow’s Worst Nightmare
The Smart Estate Planning NewsletterWhat can be worse than losing a spouse—especially with young children to raise?...
July 2020 Home Sales Soared
There’s a lot of doom and gloom in the news these days. But this story is here to spread some light. Home-buying had a...
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...
The Benefits of a Living Trust
Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in...