Services

How Your Family Can Benefit:

  • Retirement Planning (increase your income)
  • Reduce Taxes and Risk on Your Investments
  • ROTH IRA’s (enjoy tax-free income form you retirement accounts)
  • Sell Major Assets without Capital Gains tax
  • Private Pensions with secure lifetime income
  • IRA and 401(k) Roll-over Strategies
  • Family Estate Planning (passing assets the way YOU WANT!)
  • Multi-generational IRA’s (leave 2 – 10 times the income to your spouse, kids and grandkids)
  • Real Estate Investments for cash flow and future capital appreciation

Public Speaking and Education:

  • Public speaking to all sorts of groups: trade associations; churches; service clubs such as Rotary, Kiwanis, and Lions; real estate groups; CPA’s; and housing communities such as RV & mobile home parks and senior communities such as Sun Lakes and Sun Cities, AZ.
  • Academic Education Series on Retirement Planning: 3 2-hour classes over a 2 week period