This depends on your unique needs and circumstances. We will do our best to improve your retirement and reduce the risks you may face. If we are unable to help you, we will be very honest with you and do everything we can to help provide what you may need.

We get this question a lot! And the answer is no.

Licensed professionals that are fiduciaries will provide you with expert advice and give opportunities to implement the best strategies that will safeguard your retirement. 

We have a 100% 60-Day Money Back Guarantee if we are unable to deliver on one of our three promises:
Increase your retirement income

Improve your legacy

Bring your greater peace of mind.

Great question! The Retirement Protection Package is for both you and your spouse.

Every so often, we do see couples who have separate finances where it is beneficial to have separate Protection Packages.

No because they are not trained to identify the retirement risks and provide modern strategies that will protect your retirement against them. Our team of experts have been specifically trained and educated to ensure you get the help you need and deserve.

Our process typically takes on average 2-3 months. However, sometimes it may happen where it takes longer. With honesty as our policy, you will receive clear communication when this happens.

Of course! You will still be able to manage and maintain your own assets. We are here to ensure what you have will last and help guide you to increase the longevity of them!

That’s the best part—you won’t! When we first begin the process, we will ask you what your goals and wants are for retirement. From there we will formulate and craft your Retirement Protection Package so your needs are met and even exceeded!

Life expectancy is a fickle thing. While we all hope for a long, prosperous life, that may not be the case for everyone. And sometimes, people even outlive what is expected! We are here to work with you and make sure that you have income for your retirement and even beyond. We will even make sure that your legacy is improved for after you are gone.

Dave wants you to have a great experience when you work with us, but he can’t meet with everyone personally. Our advisors are all expert, retirement risk-certified professionals that he has worked close with! We will pair you with the best retirement risk advisor for you and your retirement.