Get Your Clear Vision for Retirement

Stop guessing at your best plan and find the S.M.A.R.T. fit!


If your retirement plan consists of spreadsheets you double-check every other week it might be time to get a professionally crafted retirement income plan. Getting a plan doesn't need to be stressful. Planning for retirement is not out of your hands! We have the process to guide you.

In 2008, everything changed. I lost half my portfolio in the stock market. I worked as a mortgage broker for the previous 35 years. I thought my business and retirement account was solid. I didn't realize a market swing would take out half of my retirement savings. That's when I realized there needed to be a different way to plan for retirement. That's why I am a certified financial fiduciary and a member of the S.M.A.R.T. advisor network. Stop letting retirement confusion cloud your judgement on what's best for you. With a S.M.A.R.T. retirement plan, you can pay nearly zero in taxes and gain income that will last a lfietime.

Eliminate the "what could's" and establish the "what will's."

Why settle for anything else?


Reliable Income


See why so many investors are choosing the S.M.A.R.T. Retirement plan over traditional 4% withdrawal strategies.

Plan like the 1% so you can live like the 1%

This information is provided as general information and is not intended to be specific financial, legal or tax guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Unauthorized use of the material is prohibited.

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