The Financial Independence Toolkit

Take Control of Your Finances and Find Freedom Today!

Get Started, Get FIT Today!

The Financial Independence Toolkitsm contains educational material from industry experts as well as unique and proprietary analysis tools, all designed to help you with your retirement, your assets, your estate and income tax planning. Take advantage of this FREE educational offer and start making Better, Smarter, Safer choices and financial decisions today!

12 FREE Financial Guides

Key Financial Data Guide 2020

Retirement Calendar Checklist 2020

Healthcare Quick Reference Guide 2020

Key Tax Changes 2018

The Baby Boomer's Guide to IRA Planning

The Baby Boomer's Guide to Legacy Planning

The Baby Boomer's Guide to Medicare Planning

The Baby Boomer's Guide to Social Security

The Family Guide to Caregiving

The Savvy Parents' Guide to Cutting College Costs

The Guide to Taxes and Your Retirement

New Tax Law Quick Reference Guide 2018

The 4-Step Path to Financial Freedom

Financial Independence, Budget Maker, Debt Buster, and a 3-Tiered Cash Reserve Builder.

Budgeting is difficult but essential.  Our simple method creates a budget that works with very little effort. Then, we eliminate all your debts and create a substantial, liquid, cash reserve fund.

2 FREE Analyses

OnPointe Risk Analysis

Most people do not realize the significant amount of risk and volatility associated with their investments.  Stocks, bonds, mutual funds all have risk.  Gain “Peace Of Mind” by understanding the real risk of your investments using our OnPointe Risk Analysis tool.

9 To Know

With just 9 questions, you can look at your financial future and start your financial independence plan today. This analysis can help determine if you are on track for a successful retirement or if you may come up short. 

Special Bonus

A Personal Review

As a bonus for completing all the steps in this Toolkit, we are offering a free 20-minute personalized interview with our team to discuss ideas designed exactly for your needs, wants, and what steps to take next. This review will help you create the path you want to achieve for your true financial independence. 

Sign Up for the Toolkit, and get FIT!