(1)_edited_edit.png)
Do you worry your nest egg won’t stretch through retirement… or that your generosity — will suffer because of taxes and fees?
If you’re worried your retirement plan is built on cookie-cutter advice… you’re about to discover how we use real choices — not canned strategies — to guard your nest egg, protect your stewardship values, and shield your family from taxes and surprise fees.
We don’t work for a single company. We’re independent. That means we dig through all available options to find the plan that actually fits you!
Discover How To....
-
Reduce thousands of dollars in IRMAA fees
-
Maximize Social Security benefits
-
Balance stewardship goals with long-term financial security.
Your First Step Schedule a Zoom Today!
Take the next step toward real clarity in your retirement plan — book your no-obligation Zoom consultation today.
If you’re exploring your options or looking for straight answers about your portfolio, IRMAA, or Social Security, this call gives you clear direction with zero pressure.
Reserve your spot now — before your schedule (or ours) fills up.
Diagnostic Reports: The Tools We Use to Build Your Strategy
The IRMAA Impact Report — $149 (Required First Step)
Contains the most powerful, instantly measurable savings analysis in retirement planning.
Before we touch your Social Security strategy, Medicare planning, or portfolio withdrawals, we must know how IRMAA will affect your income.
Your IRMAA Impact Report shows:
✔ Your projected Medicare surcharges
✔ How today’s income decisions affect future penalties
✔ Opportunities to avoid thousands in extra costs
✔ Simple year-by-year tax & income optimization movesThis report puts real numbers on the table — no guesswork.
➜ Learn more or order your IRMAA Impact Report →
Social Security Maximization Report — Complimentary
Once we know your IRMAA thresholds, we analyze which filing strategy gives you the highest lifetime benefit while avoiding unnecessary penalties.
Deliverables include:
✔ Claiming age optimization
✔ Spousal / survivor calculations
✔ Income coordination with IRMAA brackets
✔ Break-even and longevity analysis
Portfolio Income Stability & Stress Test — Complimentary
A clear, plain-English snapshot of whether your current investments can support your retirement income — under different market conditions.
Includes:
✔ Income gap analysis
✔ Safe withdrawal projections
✔ Portfolio risk scoring
✔ Alignment with faith-based values (optional)