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Complimentary Resources Offered

Complimentary Books

Cross the Bridge to Retirement Book CoverCross the Bridge to Retirement – Dolph Janis

The Five Retirement Myths Book CoverThe Five Retirement Myths – Patrick Kelly

Tax-Free Retirement Book CoverTax-Free Retirement – Patrick Kelly

Stress-Free Retirement Book CoverStress-Free Retirement – Patrick Kelly


Complimentary Handouts

5 Steps to Retirement Handout Cover5 Steps to Retirement Guide

Roth IRA Handout CoverUnderstanding a Roth IRA

The FILE Handout CoverThe FILE

Retirement Protection Packet Handout CoverRetirement Protection Packet

RMD Must-Knows Handout CoverRMD Must-Knows

Overcoming the 7 Risks in Retirement Handout CoverOvercoming the 7 Risks in Retirement

Charting a Course for Retirement Handout CoverCharting a Course for Retirement

Protecting Your Financial Future in Today’s Market Handout CoverProtecting Your Financial Future in Today’s Market

Ready, Set, Retire! Packet CoverReady, Set, Retire! Packet

The Basics of Retirement Guide Handout CoverThe Basics of Retirement Guide

Annuities vs. Certificates of Deposit CoverAnnuities vs. Certificates of Deposit

2023 Tax Guide class=2023 Tax Guide

2023 Social Security Fact Sheet2023 Social Security Fact Sheet

Retirement Planning Questions Retirement Planning Questions

Planning Your Retirement Income StrategyPlanning Your Retirement Income Strategy

Yearly Checklist Yearly Checklist
What Do You Know About RetirementWhat Do You Know About Retirement?
Tax-Free RetirementTax-Free Retirement

8 Ways You Could Miss Out on Social Security Benefits8 Ways You Could Miss Out on Social Security Benefits

Benefits of a Fixed Indexed AnnuityBenefits of a Fixed Indexed Annuity

Retirement Planning with Annuities Retirement Planning with Annuities

Complimentary Personalized Services

Services that are personalized towards your financial situation

Tax Map Strategies ReportTax Map Strategies Report

Cash Flow Action Plan ReportCash Flow Action Plan Report

Social Security Action ReportSocial Security Action Report

Where Do I Stand PlanWhere Do I Stand Plan

Annuity X-RayAnnuity X-Ray

Long-Term Care ReportLong-Term Care Report

Medicare AnalysisMedicare Analysis

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