To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way.
Jim and Marge attended one of our retirement briefings and they took advantage of our free 57-Minute Retirement and Lifestyle Freedom Conversation. They were in the office this week to talk about their more confident retirement future and mentioned,
“The advisors we’ve had for years just keep telling us we’re ‘all set’ but it made us feel uneasy because we haven’t felt ‘all set’… and if we really were ‘all set’ as they kept trying to convince us, they would have proven to us – which they never did.”
They are all set now and we’ve not only proven it to them they’ve proven it for themselves.
Would you like to know you’re “all set”?
Take the easy first step that Jim and Marge did and attend our next retirement briefing for the latest on how to create a tax efficient and more confident retirement.
Perhaps you’ve attended previously, but need to hear the latest information on tax reduction and retirement to better know whether or not you’re all set – you can attend again.
Or maybe when you attended you wished you had brought your spouse, co-worker, friend or neighbor with you to take advantage of the valuable tips – attend together.
Take advantage of this latest opportunity while a few of the limited seats still remain for our special briefing next Thursday, October 9th at 11:30 a.m. or 5:00 p.m.
Wealth is more than money. Don’t just plan for your future, live it right now.
Pass it on and share the insights like this that you find valuable.
Time Is Running Out To Take Advantage of our next FREE Special Briefing…
You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.
Seating is limited and is filling up quickly… find out more.
“Freedom begins the moment you realize someone else has been writing your story and it’s time you took the pen from his hand and started writing it yourself.”
– Bill Moyers