Retirement Preservation: a substantial amount of money is positioned in wealth-building tools that will not decrease in value if the stock market goes down and will lock in gains when the stock market goes up. Your retirement planning and wealth preservation goals are inextricably tied together. The financial strategies you have in place today impact both your present lifestyle and the one you envision for the future. Both require a comprehensive understanding of your personal goals. This platform includes strategies to develop a Tax-free retirement income and ways to assure flexibility,...

Most attorneys and legal professionals need to start or catch up on their retirement funding. Your 401(k) is down or you don't have one at all. You need a complete exit strategy. You need control of your money now, not when you're retirement age. The funds need to be accessible for an emergency or an opportunity. Most of all, it should be tax-free. Learn some of the new options and help your clients too

Realtors and other real estate professionals can make their retirement plans tax-free and far more flexible than traditional plans allow. The benefits include greater safety, greater age flexibility for withdrawal, better returns and tax-free, longer lasting and self-completing in the event of premature death. The funds can be accessed for other purposes as well, prior to 59 1/2. Other alternatives include double digit growth

Most restaurant owners and partners need to start or catch up on their retirement and to have a complete exit strategy. They need control of their money. It needs to grow, not decline. The funds need to be accessible if along the way an emergency or opportunity arises. Most of all, it should be tax-free and allow a lifetime draw.