IF YOU'RE RETIRING SOON OR RECENTLY RETIRED - THIS SECTION IS A MUST!

Planning the Ultimate Retirement Lifestyle

How to Set Yourself Up for a Perfect Retirement:

You've saved for 30 to 40 years and now you're ready to start drawing on that 401k, taking money out of IRA's, get Social Security and Retire - What could go Wrong?

Unfortunately - a lot! There is so much to know and plan for....

  • How to avoid all the unnecessary Social Security Taxes, fees and penalties
  • The proper way to cooridinate 401k, Pensions and Social Security to Maximize Your Income.
  • The Truth about when Annuities make sense, and when they don't!
  • How to avoid Mistakes with Medicare that can stick with you for the rest of your life.
  • How to set up your estate so your beneficiaries get it, and not Uncle Sam!

For more than 10 years I've spoke to thousands of people planning for retirement. Their biggest fear - running out of money. I've helped many Fortune 1000 employees work through every aspect of retirement to help set them on a path for total financial freedom and have put the best ideas and answers into this series.

This video series will answer every question you need to know to be on the right track for retirement and is a must if you're within 10 years of retirement, retiring soon or just recently retired.

YOUR FINANCIAL SECURITY IS OUR BUSINESS!