A common sense method to building wealth one step at a time.

How close are you to your goal?

“Whether you are just starting out or ready for retirement”

Everyone in this business talks a good game to get a share of your income to help them get a income for life. There is nothing wrong with that, we all work to accumulate enough money to retire on for the good life. Whatever the Good Life means to you.

What’s really important is having the right advice to grow your nest-egg safely so you will not run out of money when retired.

My best advice is… the sooner you get started the better your chances of a terrific retirement. Make believe you make 20% less income than you do, and invest it where you don’t loose money occasionally.

That’s what we are here for!  To give good advice.​ Unfortunately, many mislead you about the best way to do it.​​

Here’s a good example of what sounds like a good idea, but is not. Most advisors say ​​that a 401-k  is the best way to prepare for retirement.  If that is true, why do statistics show that 70% of retirees who had a 401-k are just living on social security by age 72?

Click picture to see how a 401-k could affect your retirement.

Let our 40+ years of experience help you with a free consultation to see what can be done with the money you have to improve your chances to survive retirement. We look forward to hearing from you soon!



We​ look forward to being of service to you and your family