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DREAM BIG, DREAM NOW!!!
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We help you answer these questions...
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WHO WE ARE SNAPSHOT
- We believe in Education - We believe in Analysis - We offer a FREE Retirement Plan - We promote tax-efficiency - We offer SAFE and RISK money options to weather the storms of life during your retirement. - We are nice to work with!!! |
Our Approach is Different...
Corbin Lindsey
Financial Advisor 360-722-7889 
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What to expect from us...
We listen to our clients goals and concerns. We begin with a customized Retirement Plan at NO-COST to you. We analyze how Income, Assets, Taxes, Expenses, Inflation, Investment Fees, and Market Volatility (ups / downs) will impact your portfolio. We educate on the strategies, products and steps that can enhance your current plan. We help you achieve a better income with less risk, more guarantees, resulting in a more peaceful retirement lifestyle without all the stress from the crazy stock market. RETIREMENT QUESTIONS - When can I Safely Retire from my job? - How much income will I receive in Retirement? - How do I maximize my Social Security / Pension? - How do I navigate retirement in a volatile market? - How do I implement a TAX-FREE strategy? - Do I have a Comprehensive Retirement plan? Get started on your customized Retirement Plan at no cost!!!
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HAVING A PROVEN PLAN PROVIDES THE PEACE OF MIND THAT WE ALL DESIRE IN RETIREMENT
When you visit a doctor, you expect them to use their years of experience and diagnostic tools to analyze your situation. Once they have found any issues of concern, they should educate and prescribe the action steps necessary to help you. We believe this process works for retirement planning as well. We begin by examining your current situation, reviewing what strategies are missing, than provide you with the education, and implementation of strategies based upon your goals and concerns.
WHAT GOALS ARE YOU TRYING TO ACHIEVE?
We learn about your financial situation through a NO-COST Retirement Analysis, followed by taking time to educate on the strategies that can impact your retirement. Once you feel comfortable, we help you to implement these proven strategies step-by-step. As life changes, we help you adapt by building long-lasting relationships focused on service.
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Our proven planning process is designed to help you navigate your retirement with the help of a discovery session, a customized retirement plan followed by a strategy session. If you like what we suggest, then we help you implement the plan. We then follow-up to make sure you remain on track while you enjoy doing what you want most with your time.
We do not charge a fee for this process. |
KEY COMPONENTS OF RETIREMENT
Retirement PlanningCreating a Retirement Plan is a key to retiring with success. We help you customize a retirement plan based upon your goals and concerns. We analyze market risk and fees, provide tax strategies, along with pension and Social Security maximization strategies. Start a Retirement Plan
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Social SecurityDid you know there are over 500 ways to take Social Security. We help you run the numbers to find the best method of maximizing your Social Security, which can often be a $100,000 advantage in some cases. What strategy works best for you? Download your Free Report
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Pension MaxPrior to taking your pension, have you considered all your options? You could choose either a Single Pension on you, Joint Pension for you and your spouse or a Pension Max option that could offer many more benefits. Learn how Pension Max works
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Tax Planning StrategiesOften we think of taxes in the month of April and we miss the whole point of how to implement a good working tax strategy into our retirement portfolio. Learn about important strategies that can potentially impact your portfolio in a good way. Watch the Webinar...
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Annuity StrategiesIf your looking for a way to grow your money with a SAFE MONEY option of using the indexes of the market without the risk of the market then a Fixed Index Annuity might be right for you. Learn why this is vital to retirement.
Learn about the FOUR types of Annuities |
Medicare PlanningHow do you pick the RIGHT Medicare Plan?How do you compare drug plans?
We take the guess work out of the equation with amazing tools that help you to solve your concerns. We help you explore and compare your options. Learn more about Medicare |
Federal EmployeesIf your a Federal Employee you know there are many benefits and making sure you know the rules and guidelines is tough. So we have a complete site designed for you along with our ability to coach you to success. Explore the Federal Benefits
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THE ABC GUIDE OF THE
FIXED INDEX ANNUITIES Are you looking for a quick read that helps you to better understand the value of Fixed Index Annuities? |
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What are your goals in Retirement?
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EDUCATIONAL WEBINARS
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Education can make all the difference with your success!!!
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