DREAM BIG, DREAM NOW!!!...
Our Approach is Different...
Corbin Lindsey
Financial Advisor 360-722-7889 
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WHAT TO EXPECT
We listen to our clients goals and concerns. We build a no-cost Retirement Plan. We analyze how income, assets, taxes, inflation, fees, and volatility will impact the portfolio. We educate you on the strategies, products and steps required to enhance your current plan. We help you achieve a better income with more guarantees resulting in a better peaceful retirement lifestyle without all the stress of riding the market ups and downs. Can you answer these questions? - When can I Safely Retire from my job? - How much income will I receive in Retirement? - How do I guarantee my income for life? - How do I manage money during a volatile market? - How do I implement a tax strategy? - How do I protect my assets from medical bills? HAVING A PROVEN PLAN PROVIDES THE PEACE OF MIND WE ALL DESIRE IN RETIREMENT!
When you visit a doctor, you expect them to use both their years of experience and the proper tools to diagnose your situation. Once they have found any issues, 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 first.
WHAT GOALS ARE YOU TRYING TO ACHIEVE?
We 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 keeping in touch with you through Service. This is how we build a long-lasting relationship with our clients.
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WATCH OUR EDUCATIONAL WEBINARS
This Educational Webinar will teach
THE FIVE KEY AREAS OF RETIREMENT PLANNING that you should know today!!! |
This 30 Min webinar will reveal
THREE STRATEGIES you should know in Retirement! |
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What are your goals in Retirement?
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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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