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Complimentary Resources Offered

Complimentary Books

Cross the Bridge to Retirement Book Cover

Cross the Bridge to Retirement – Dolph Janis

The Five Retirement Myths Book Cover

The Five Retirement Myths – Patrick Kelly

Tax-Free Retirement Book Cover

Tax-Free Retirement – Patrick Kelly

Stress-Free Retirement Book Cover

Stress-Free Retirement – Patrick Kelly

 

Complimentary Handouts

5 Steps to Retirement Handout Cover

5 Steps to Retirement Guide

Roth IRA Handout Cover

Understanding a Roth IRA

The FILE Handout Cover

The FILE

Retirement Protection Packet Handout Cover

Retirement Protection Packet

RMD Must-Knows Handout Cover

RMD Must-Knows

Overcoming the 7 Risks in Retirement Handout Cover

Overcoming the 7 Risks in Retirement

Charting a Course for Retirement Handout Cover

Charting a Course for Retirement

Protecting Your Financial Future in Today’s Market Handout Cover

Protecting Your Financial Future in Today’s Market

Ready, Set, Retire! Packet Cover

Ready, Set, Retire! Packet

The Basics of Retirement Guide Handout Cover

The Basics of Retirement Guide

Annuities vs. Certificates of Deposit Cover

Annuities vs. Certificates of Deposit

 

Complimentary Personalized Services

Services that are personalized towards your financial situation

Tax Map Strategies Report

Tax Map Strategies Report

Cash Flow Action Plan Report

Cash Flow Action Plan Report

Social Security Action Report

Social Security Action Report

Where Do I Stand Plan

Where Do I Stand Plan

Annuity X-Ray

Annuity X-Ray

Long-Term Care Report

Long-Term Care Report

Medicare Analysis

Medicare Analysis

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