Special Reports

Tricks of the Trade, the Annuity Salesperson

If you haven’t seen or heard the pitches for equity indexed annuities, you probably will before long. Wall Street has identified this as a profitable product – profitable, that is… for THE ANNUITY SALESMAN! BEFORE YOU INVEST YOUR HARD EARNED MONEY, READ THE FINE...

Common Investment and Retirement Errors to Avoid

Investment misconceptions, lack of knowledge, emotions and greed! Click here to read now.

The 5 Biggest IRA Tax Traps to Avoid

A slew of tax rules are waiting to trip you up when it comes time to move money or cash out your individual retirement account, (IRA) or qualified employer retirement plan. Click here to download.

Your Biggest Investment and Retirement Risk

Fiduciary vs Suitability – Wall Street Sales or Real Money Management.  Are you making this Costly Investment & Retirement Mistake! CLICK HERE for the instant report.

Beware of Bonds!

“Don’t let your advisor sink your retirement investment with an outdated, failing asset allocation: the 60/40 portfolio”Click here to learn why.

Real Financial Advice. Real Money Management. 100% of the Time.

We work with investors who have $1,000,000 of investment assets and greater. 
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