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Personal Stories, Sharing Fun Items & Realistic Expectations

Steps 7-9 of the 12 Step Process to Building Long Term Relationships

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A Degree of Vulnerability Can Generate Loyalty and Referrals

Steps 4-6 in the 12 Step Process to Building Long Term Relationships

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Personal Authenticity, Alignment of Goals & Mutual Respect Are Keys

Steps 1-3 of the 12 Step Process to Building Long Term Relationships

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Why Long-Term Relationships are Key to Profitability

Mutually Beneficial Partnerships Are Aligned in Revenue Generation

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Diversity to Mitigate Adversity

Recognize the Threats to Achieving Your Goals

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Risk and Return

Determining Your Risk Tolerance is Essential in Measuring Your Estimated Return

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Identifying Asset Classes

Asset Allocation May Be an Diversified Asset Class Issue

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Investing with a Purpose

There’s Always an End Game to Investing

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Building Your Portfolio

Most Americans Invest in a Retirement Plan, But Have No Idea how to Construct an Investment Portfolio

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Fund Employee Perks with Bank Money

Bank Loans That Fund Cash Value Life Insurance

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Retiring with Other People’s Money

Business Assets with the Right Leverage Can Yield Big Results

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Alternative College Funding

There are Many Ways to Skin a Cat & Alternative College Funding Options As Well

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Tax Strategies in Retirement

Combing Profit Sharing Plans, Roth Conversions and Life Insurance May Dramatically Reduce Taxes

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Indexed Universal Life in Profit Sharing Plans

Indexed Universal Life Insurance Can Help Pay for the Cost of Converting to ROTH IRAs

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Purchasing Blocks of Retirement Income for Retirement

Retirement Assets Can Be Converted to Guaranteed Periods of Income or Lifetime Income

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Annuity Income Options

Correlating Retirement Income Scenarios with Annuity Income Options

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Fixed Rate & Indexed Annuities

Fixed Rate Annuities May Offer Better Returns than a CD, Indexed Annuities May Offer Market Returns without the Market Downside

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Guaranteed Sources of Retirement Income

Identifying Retirement Assets for Income Sources

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How You Save for Your Retirement Today Will Determine Your Lifestyle in Retirement TomorrowHow You Save for Your Retirement Today Will Determine Your Lifestyle in Retirement Tomorrow

Saving for Your Retirement Lifestyle

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The Risks and Rewards on Investing are Only Beneficial If You Understand Your Own Risk Tolerance and Financial Goals

Investing with Eyes Wide Open