DREAM BIG, DREAM NOW!!!...

Let's plan your journey in life...

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Medicare Season is October 15th to December 7th.  
​Book a Medicare Review meeting with us to find the plan that you need for 2023!!!

Our Approach is Different...

Corbin Lindsey
Financial Advisor
360-722-7889

RETIREMENT SECURITY STEPS

HOW WE HELP...
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.

Can you answer these 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?

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?​

• Retirement Income Guarantees / Stability
• Social Security / Pension Max Education
• Market Investment and Volatility Protection
• Tax-Free Growth Strategies
• Inflation Protection
• Legacy and Estate Planning

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.

SCHEDULE NOW

Request your FREE Consultation

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!

Financial Markets by TradingView

What are your goals in Retirement?

KEY COMPONENTS OF RETIREMENT

 Retirement Planning

Creating 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

Social Security

Did 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

Pension Max

Prior 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

Tax Planning Strategies

Often 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...

Annuity Strategies

If 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 Planning

How 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 Employees

If 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

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?

DOWNLOAD BOOK

RETIRMENT PLANNING

Learn More

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Let's plan your journey in life...
Build a plan that allows you to live your dreams...

We Look Forward to working with you...

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Are You Retirement Ready?

The list below are important areas of concern. We take the time to listen, analyze, educate, implement and maintain the components that make up your entire retirement plan.  FIRST let's start with a questionnaire followed by a retirement analysis. This valuable step is offered to you at no cost.

WHAT WE DO FOR YOU...

- Retirement and Income Maximization Strategies
- Market Risk Investment Analysis and Evaluation
- Tax Strategies and Education
- Health and Financial Expense Planning
- Asset Protection / Long-Term Care Leveraging
- Estate Planning / Wealth Transfer

The Planning Stages of Retirement

"A Successful Retirement plan will include Analysis, Education, and Expert Advice!"

DO YOU HAVE 55  SECONDS TO ANSWER EIGHT QUESTIONS?

FIVE KEY STEPS TO RETIREMENT WEBINAR

Watch Webinar

Educational Webinar
This 20 Minute webinar will take you through step by step the FIVE key areas we believe you need to know in greater detail and provide you an education that many advisors are not teaching their clients nor do they implement.

Download 5 Key Steps