Strategy Session

Let us help you “Win in Retirement”

  • You can know that your money will last for your lifetime. Let us show you how with our LifeDesign Portfolio™ system for retirement planning.
  • Earning higher returns safely is very important in our years leading up to retirement and while retired to stay ahead of increasing costs for health care and almost everything else we need. Our strategies, including Positive Return Positioning™, will help achieve that for you.
  • The blessing we enjoy in our country that millions of others around the world don’t have is the opportunity to live out our lives in retirement well if we have saved and invested. You can follow our passions and discover new ones in our later years. All of us desire to live a life that is truly abundant with meaning and purpose. We offer guidance to all our clients that have a desire for added clarity for their retirement years. We call this Life Investing.

Call 719-590-1820 now to schedule your free 60 minute strategy session! 

Schedule online by clicking here to schedule a 60 minute in-person strategy session or here to schedule a 15 minute phone call, where you will have an opportunity to ask a few questions and schedule your strategy session over the phone.

  At our meeting you’ll receive a free copy of my book “The Aware Investor”
719-590-1820

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