Schedule Your Appointment Today!
As the US debt spirals out of control, it threatens to disrupt traditional retirement alternatives with an impending freight train of onerous taxes.
We specialize in helping Seniors maximize their Social Security income, plus create additional guaranteed supplemental income for life and lower Taxes! We can help ... Call the Retirement Pros Office (701) 572-4218.
We begin by helping you find the answers to the four toughest financial questions:
- Yes or No – Do you know what rate of return you need to earn for you to live like you live today adjusted for inflation and have your money last to life expectancy? Would you like to know? Yes or No
- Yes or No – Do you know how much you need to save each year to make sure you will have enough money? Would you like to know? Yes or No
- Yes or No – Do you know how long you will have to work before you can stop and have your money last to life expectancy? Would you like to know? Yes or No
- Yes or No – Do you know how much you will need to reduce your future lifestyle to keep from running out of money? Would you like to know? Yes or No
CLICK HERE for FREE report "How to increase your Retirement Income payment by up to 33% or more" please feel free to call me. We can then schedule some time at your convenience to help you find the answers to the four toughest financial questions and your personalized Retirement report.
CLICK HERE to read Chapter One "The Poker-Chip Mentality" Patrick Kelly’s book Stress-Free Retirement.
CLICK HERE How to create a 'Nest Egg' of at least a Million Dollars during your lifetime?
Warren Buffet said: “Only when the tide goes out do you discover who’s been swimming naked.”
In the Spring of 2020, when the stock market crashed, many people were invested in accounts that exposed the reality of their situation, and they were caught with their retirement pants down. When the markets are riding the waves of all-time highs, everyone looks like a genius. When the markets take 30+% drops as they did in 2020, you quickly see who wasn’t protected!
Don’t get caught without your trunks on! Protect yourself and your family with accounts that protect 100% of your principal no matter what happens in the markets. Make sure these accounts offer you the guaranteed lifetime income you can never outlive. You’ll be so glad you did and so will those you love most!
We are proud to say ... "It takes a special license to lose people's money and we don't have one."
WE ARE HERE FOR YOU
Helpful Content
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Debt Stress
There’s a link between debt and stress.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
U.S. Personal Savings Rate
What can be learned from the savings rate?
View all articles 
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
View all calculators
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Rightsizing for Retirement
What does your home really cost?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?