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The Millennial’s Guide to Retirement Planning
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Retirement is the one thing everyone expects you to do but no one ever tells you how to do it. I want to change that. The goal I have for my clients is creating a well thought out and structured retirement plan that takes into account things like Social Security and Medicare. I want the process to be enlightening and empowering so my clients can understand why and how retirement will affect them in the years to come. Let's make your Golden Years something to be excited about, not apprehensive.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Retirement Doesn't Have to be a Mystery