We can help you design your own Personalized Retirement Income Plan. This includes choosing your most advantageous Social Security and/or pension filing options. And, since most of us will not be able to maintain our desired lifestyle solely from Social Security or Pension income alone, we can help you determine the best strategies for you to supplement those income sources. Unfortunately, most Financial Advisors continue to use an outdated model for Retirement Income Planning that can have more than just disappointing consequences. Since today’s economic times are radically different from anything we’ve experienced in our lifetime, we offer a Retirement Income Planning model that assures you’ll be able to maintain your desired retirement lifestyle throughout your retirement years WITH CERTAINTY.

We do not charge any fees for our services in our Retirement Income Planning division. Implementing a Retirement Income Plan often requires repositioning some savings. If you choose to do that with any of the major financial institutions we recommend, then we are compensated by the providers of any accounts or services that you choose to use. Your accounts are opened directly with the providing institutions, and every dollar goes directly into your account, without any deductions for us.