There are a few things I know a lot about! One being financial planning for your retirement. Here are some things I teach to my customers so they get the best comprehensive plan to establish a successful future for their retirement. The 5 Lives of Retirement – Your retirement plan must take good care of […]


“It’s all about the balance, not the rate of return, actually, it’s all about the income, not the account balance.” Many people in this world focus on how much rate of return their money is earning. Now, in a previous article, I showed that average rate of return (mean), is a useless deceptive number used […]


The financial services market is flooded mostly with captive agents or captive advisors What do I mean by that? Well, you essentially have three different choices when it comes to your retirement and financial planning. Take a look at these three options and think about which one makes the most sense for your situation. 1. DIY […]


Following our blog post from two weeks ago, we’ve discovered that there are other options than investing in the stock market, namely, indexed annuities.  The ability to lose money is a choice you make; not a necessary evil.   We also talked about when investing in indexed annuities, you will never lose the money you […]


The wait is OVER! Today is the official website release is here! I am looking forward to having a place for clients and customers to have reliable resources and find dependable information for their financial future! We are in the process of developing Webinars Newsletters Blog Posts Audio (podcasts) and Video Seminars Resources for Returning […]