The Financial Independence Toolkit ℠

Take Control of Your Finances and Find Freedom Today!

The Financial Fitness Toolkitsm contains educational material from industry experts in addition to 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!

Get F.I.T. Today!

12 FREE Financial Guides

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

Key Financial Data Guide 2020

Retirement Calendar Checklist 2020

Healthcare Quick Reference Guide 2020

Key Tax Changes 2018

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

2 Free Financial Analyses

The P.O.M 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 P.O.M. Analysis tool.

Budget Maker, Debt Buster & 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.

 Special Bonus

A Personal Review!

As a bonus for completing all the steps in this Toolkit, we offer 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 special review will help you create the path you want to achieve for your true financial independence!

Sign Up Today!