who we are and what we have for you
Retirement Made Simple
As a proud partner of JBP Group, we are committed to removing the two greatest threats to your retirement, outliving your assets and stock market risk.
A comfortable retirement doesn’t just happen. It requires strategic planning and long-term support from a trusted advisor. We use revealing forecasting tools to analyze your case, and then collaborate with experienced advisors to help plan your retirement as you would envision it to be.
Our processes keep things simple. As a Retirement Income Authority, our strategies are designed to revolutionize the way you and other Americans can retire. You will no longer be bound by traditional financial vehicles, and will, instead, access risk-free indexes that can guarantee income for life, while reducing risk and taxes.
Proprietary Retirement Income Forecaster
Our proprietary, automated Forecaster will plan your tax-free wealth accumulation strategy and project your Income in Retirement on the foundation of no market risk.
A Bright Future Requires that You Plan Now!
"'Status quo', you know, is Latin for 'the mess we're in.'"
-Ronald Regan
"Rule #1: Never Lose Money. Rule #2: Never Forget Rule #1"
-Warren Buffet
PROPRIETARY FORECASTER
Retirement Income
Do you know what your savings will yield in monthly Retirement Income for you and your family?
The Forecaster will project this for you.
Minimum Information for Forecaster
Current Age
Retirement Age
Base Salary
Employee Current 401(k) Contribution Percentage
Percent of Employee Contribution Company Matches
Company Percent Match Up To
Status Quo vs. New Plan Option
With your financial information, the Forecaster will guide you to increased Income in Retirement by up to 40%.
To "run your numbers", schedule your consultation below...
roth ira conversions
YOUR ROTH CONVERSION AUTHORITY
A Roth IRA conversion is the process of transferring funds from a traditional IRA or traditional 401(k) into a Roth IRA. This Financial strategy allows individuals to pay taxes on their retirement savings now, rather than during retirement when they may be in a higher tax bracket. Calculator available to determine your specific Roth Conversion financial upside.
“The biggest mistake I have made, in my opinion, with my money is not taking advantage of the one-time conversion that I could’ve done from my pre-tax into a Roth and just had that money grow.”
— Suze Orman
ESTATE PLAN PROTECTION OF LEGACY ASSETS
YOUR ESTATE PLANNING AUTHORITY
Estate planning can be a daunting process, which is why so many well-meaning people neglect or delay completion of this important family need. We have an automated solution that empowers our clients to create their Estate Plan to protect up to twelve asset categories for avoidance of probate. Contact our office to schedule a no-cost In-Person or Zoom consultation.
“By failing to prepare, you are preparing to fail.”
— Benjamin Franklin
“Planning is bringing the future into the present so that you can do something about it now.”
— Alan Lakein