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

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

View all articles arrow

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Long-Term-Care Needs

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

How Long Will My Savings Last If I Become Disabled?

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

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

View all calculators arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

View all videos arrow