Robert is a Certified Member of the National Ethics Association

Click on Logo to View Robert's Profile

Connect with us on Social Media

Email: Financial411@Att.net / Toll Free 1-877-529-6543 / Fax: 805-299-4553

 © Copyright 2015 All Rights Reserved Including Prohibiting Any Reproduction Without Written Consent. 

NEWS BLOGS

Give Your Retirement a Raise


Maximize Your Lifetime Income


Are you nearing or already in retirement? If you are, I’m sure you've heard about the 4% rule: the rule that suggests you live on 4% of your savings to never run out? That strategy was effective in the 1970’s and 1980’s, but times have changed! Now, many financial professionals suggest you can only live on 3% of your savings. Basically, this new rule suggests that you should significantly lower your standard of living in retirement! Now that you've built your retirement nest egg, how can you make it last? Switching from being a saver to a spender means having an entirely new approach to money. That's where we step in. Our “retirement maximizer", is designed to help you increase the amount of money you can live on in retirement. Our proprietary and independent process, philosophy, and planning strategies offer our clients a distinct advantage over traditional, cookie-cutter plans put forth by corporate providers. We pride ourselves on recognizing that we’re not all things to all people. Instead, we’re all things to some people…our clients. Those individuals and businesses who fit our ideal client profile and are committed not only to their goals, but also to the process we’ve developed specifically to help them. By utilizing our proprietary time-tested proven process, our experienced team can show you how to lower your taxes, lower your risk, leave something to your loved ones, and increase your income, all at the same time. Now is the time to start the conversation about maximizing your retirement income. Contact us today to learn more about our process and our comprehensive solutions.


1-877-529-6543