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

Retiring Earlier Than Expected? What To Know

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

View all articles arrow

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

View all calculators arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

View all videos arrow