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 or 800-280-5464.
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 to read about The Tax Cuts and Jobs Act of 2017: Will Your Taxes Go UP or Down?
CLICK HERE to read about The SECURE Act of 2020: Will Your Taxes Go UP or Down?
CLICK HERE to read about "The CARES Act Has Passed: Here Are the Highlights!"
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
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A four-step framework for building a personal legacy.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What kind of auto insurance should you have? Do you know?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Peer-to-peer payment apps are one of the newest ways to send money.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.