"Life is a unique journey, and every moment counts. Begin planning for your future with the mindset that you have endless possibilities. Embrace each day as a gift, savoring every experience as though it could be last. Make the most of today, for tomorrow is not guaranteed."
- Marty Blackmon, Founder.
Discover the Four Essential Questions Everyone Must Face before Retirement – Take Action Today!
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To maintain your current lifestyle in the future, adjusted for inflation, what of return do you need on your savings and investments to ensure your money lasts throughout your life expectancy?
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What amount should you aim to save each month or year to ensure that by retirement, you can maintain the same standard of you enjoy today?
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How many years do you need to dedicate to work in order to have a comfortable retirement that will support you throughout your life?
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How will your future standard of living in retirement be impacted if you continue on your current path without making any changes today?
****If you're eager to find out the answers but are a do it yourself kind of a person and simply want access to the same software we use for planning and tax strategies, grab your financial information, pay stubs, retirement accounts, etc. and plan on about 20 minutes of your time to fill out the information.
Click here ---->
The information you submit is encrypted and stored securely and is available to you to work with anytime you want at no cost on your own.
If you later find you would like a financial professional to get in touch to help you answer these questions, please know
We NEVER charge clients for this discovery meeting.
There are five major areas where people are most often losing money unknowingly and unnecessarily:
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How you pay for your house (mortgages)
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How you pay taxes (taxes)
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How you fund your retirement accounts (qualified plans)
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How you pay for your children’s education (college funding)
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How you pay for major capital purchases like cars, weddings, vacations
There are only two ways to serve someone in the financial services business:
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One is to help people find better products that potentially pay higher returns that often require more risk.
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The second is to help them be more efficient with the resources they already have.
We believe there is more opportunity to serve our clients by helping them avoid the losses than by solely picking the winners. Managing risks is our business.
FAQS AND ANSWERS
Safe Investments
"Compound Interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't pays it"
- Albert Einstein
Our financial experts specialize in identifying safe and profitable investment opportunities for our clients. With a focus on risk management and long-term growth, we ensure that your investments are secure and aligned with your financial goals.
College Savings
Planning for college expenses can be overwhelming. Our team assists individuals in creating tailored savings plans to cover educational costs efficiently. We provide strategies that consider tuition inflation and changing financial circumstances to secure a bright academic future for your loved ones.
"You should not have to sacrifice your future retirement for your children's college expenses."
-Marty Blackmon
Why not learn how to use the same funds to pay for both college and then retirement at the same time without disturbing the uninterrupted compounded earnings?
Alternative Assets Exploration
"It is well enough that people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning"
- Henry Ford
Diversifying your portfolio with alternative assets can enhance your investment strategy. We guide clients in exploring various options such as real estate, commodities, and private equity to optimize returns and reduce overall portfolio risk.