Retirement Pay Check for Life Retiring the 4% Rule

Schedule Your Appointment Today!

Watch The Movie Trailer

As the US debt spirals out of control, it threatens to disrupt traditional retirement alternatives with an impending freight train of onerous taxes.

Watch The Movie Trailer

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:

  1. 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
  2. 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
  3. 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
  4. 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

Services

Services

We create strategies tailored to your goals.

Learn more
Independence

Independence

Without any conflicts of interest we put your needs first.

Learn more
Trust

Trust

We enjoy building trusted relationships that span generations.

Learn more

Helpful Content

Rent vs Buy Calculator

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

View all articles arrow

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

View all calculators arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

View all videos arrow