The Financial Independence Toolkit
Take Control of Your Finances and Find Freedom Today!
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The Financial Independence Toolkit
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.