Helping Affluent Professionals Retire Tax Savvy and Live Abundantly by Avoiding the 6-Link Tax Cascade Required Minimum Distributions Their 401(k) & IRA Money Creates! Isn’t the essence of the financial part of YOUR Retirement, really a race to see which lasts longer, your life or your money? Would you like to keep it for the rest of your life? Our LPP is designed to allow you to live the lifestyle you want no matter how long you live, and we accomplish it through a unique process utilizing Math, Science and Guarantees* in achieving those goals. Through an ongoing process of reverse engineering the entire retirement planning process, so far, to date we’ve uncovered and exposed…
• The 13 Gaping Holes Traditional Retirement Planning has that are certain to upset your retirement,
• The 11 Costly Dirty Tricks Wall Street, Big Banks, the Government and Media play on all of us, and
• The 11 Little Things that Almost NOBODY has handled that pop up when you can least afford them…
Through our ongoing Retirement Readiness Roundtable Focus Group Dinner Series, we’ve found that no matter how well you think your financial planner has put together your retirement plan, attendees always find several areas where their plan is vulnerable and at risk of failing. If you’d like to test the waters to see if indeed your financial plan is at risk and get to enjoy a small group dinner with other folks wanting to make sure their retirement is all they want it to be, please call my direct line at 816.582.5532 or [email protected] and get your name on the Invitation List so we can find a time when you’re able to join. If you don’t want to wait for an opening in our calendar you can round up four other couples or individuals to join you, we can schedule your own Retirement Readiness Roundtable Focus Group Dinner event.
*Guarantees are backed by the claims paying abilities of the highly related life insurance companies issuing them.
