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.
Proprietary Services for Retirement Planning
The 4x4 Financial Independence Plan ℠
The Smart Financial Independence Blueprint ℠
Products for Retirement Planning
Annuities
Delaware Statutory Trusts
Coaching and Consulting
Insurance-Disability
Insurance-Life
Mortgages-Forward
Mortgages-Reverse
Notes
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
Retirement Savings Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
Securities (Provided Via Lifetime Financial)
Helpful Guides
FREE GUIDE
2024 Retirement Plans Reference Guide
Gain instant access to this invaluable reference guide by downloading and saving the PDF directly to your computer or smartphone.
In just two concise pages, you’ll discover essential information regarding contributions and elective deferrals for a variety of one-person retirement plans tailored for both corporate owners and proprietorships, including:
- SEP-IRA
- 401(k)
- SIMPLE IRA
- Traditional IRA
- Roth IRA
- Defined Benefit Plan
Download now to streamline your retirement planning process and make informed decisions about your financial future.
“Quick Guide to Retirement Plans for Small Business Owners”
Learn about the major features of each kind of retirement plan, including SIMPLE, SEP, 401(k), defined-benefit, and profit-sharing plans.
“Choosing a Retirement Solution for Your Small Business”
This publication is a joint project of the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) and the Internal Revenue Service.
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Initial Consultation to Discuss Your
Retirement Planning Needs
This initial interview will help us understand your unique situation and, for you to learn about us; to ask questions about what we do and how we can help you. Then, we can mutually assess your needs and our capabilities to see if there is a good fit!
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Browse All Retirement Planning Articles, Videos, Podcasts
2024 Social Security Quick Reference Guide
Financial GuidesHappy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery and continued prosperity. In our ongoing commitment to providing valuable resources for your financial well-being, we are thrilled to present our...
2024 Retirement Calendar Checklist
Financial GuidesHappy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories. I also hope that 2024 brings you a strong economic recovery. Do you know that retirement involves a lot more paperwork and deadlines than most people...
2024 Health Care Quick Reference Guide
Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement plans. Applying for Medicare by age 65 (unless you're covered by a group plan) is one of those milestones. If you or someone you know is approaching age...
2024 Key Planning & Investment Deadlines for Q1
Financial GuidesDo you know what days the market closes for 2024? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to...
What if I keep working? How will it impact my Social Security Benefits?
Retirement PlanningClients with an understanding of the correlation between earnings and benefits often inquire their benefit will be affected if they keep working. Specifically, they question whether claiming their benefit locks the amount (except for annual COLAs)...
What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your finances.Have you ever had a friend who blew...
Last Chance Financial Planning Checklist 2023
Financial GuidesOften our financial picture and plan changes from year to year. Changes in different areas of your life can impact that overall plan. It is important to note and discuss these changes each year to ensure you are still on track for your financial goals....
Fall 2023 Key Financial Deadlines
Financial GuidesAs we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning & Investment Deadlines guide. Each quarter, I find it valuable to send out a reminder of the significant financial milestones approaching in the...
Big Tax Changes to Know for 2023
Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and businesses in 2023. It's essential to stay informed about these developments to ensure compliance and make the most of available opportunities. ...