The 4 Essential Elements:Retirement Planning
Our unique and proprietary systems and services will take you from where you are today to your Financial Independence Day so you can begin to live the life you really want. Select any of the headings below to learn more about them now.
- The 4×4 Financial Independence Plan sm
- The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator sm
- The 401k Supercharger sm
- The Home Equity Acceleration Plan – H.E.A.P.
- College Planning
The material in this section is designed to help you both grow and maintain your Retirement Plan so you can Live more independent!
- Step 3 – Establish Significant Liquid Cash Reserves Using An AB-LTCI Strategy - Establishing significant liquid cash reserves is the 3rd step of the 4x4 Financial Plan and, frankly, it could easily have Read More
- OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments - I've incorporated a new tool that I would like you to try called OnPointe Risk Analyzer. The essence of the Read More