How to Build a

KICK-ASS RETIREMENT

There are 5 Simple Steps You Can Take Today To Retire Well Tomorrow.

Learn All 5 Steps to a Kick Ass Retirement with this No-Cost Roadmap.

Using a step-by-step process called ‘Reverse Retirement’ people just like you are taking control of their financial future. Learn the 5 Steps to Reverse Retirement by watching the video above!

You're Just 5 Easy Steps Away From A
Kick-Ass Retirement!

step 1

Debt-Free Retirement

Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.

Our process seeks to have all this be paid off in 7 years.

step 2

Tax-Free Strategy

Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:

– Tax Free Money Growth Opportunity

– Tax Free Income

step 3

Guaranteed Lifetime Income

Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s were guaranteed lifetime income came help.

step 4

Long Term Care

Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.

step 5

Legacy Planning

Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.

This is where I would like a headline...

step 1

Debt-Free Retirement

Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.

Our process seeks to have all this be paid off in 7 years.

step 2

Tax-Free Strategy

Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:

– Tax Free Money Growth Opportunity

– Tax Free Income

step 3

Guaranteed Lifetime Income

Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s were guaranteed lifetime income came help.

step 4

Long Term Care

Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.

step 5

Legacy Planning

Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.

Upgrading your life and planning your retirement is WAY easier than you think!

Click the Button below for a quick 1-on-1 chat with me and we’ll get your retirement planning DONE by the end of the week!


Sense of REAL Accomplishment

You KNOW you’ve been needing to set up your retirement accounts properly. Imagine how GOOD it will feel to finally get this done and off your plate!


Being In The Moment

It’s just easier to be present and ‘in the moment’ when tomorrow has been well planned.


Living A Little

Securing your future income in GUARANTEED fashion helps you feel better about splurging a little more today! Go on…you deserve it!


Excitement For The Future

We tend to get excited about the future when we KNOW our finances are safe and secure.


Feeling WELL Prepared

Knowing you’ve covered many of the ‘what if’s’ in life can bring on a sense of peace and calm in a loud world.


Lowered Anxiety 

Let’s face it: The unknown can be VERY SCARY. But when you’ve taken simple steps to secure parts of your future, it doesn’t seem nearly as scary anymore, and THAT’s a great feeling!

testimonials

From People Planning
for Their Retirement

testimonials

From People Planning
for Their Retirement

About Us

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Personal Financial Planning

Meet the Author Lenny is a financial services provider with 30 years experience in the industry.


Residing in Margate, FL, with his primary office in Ft. Lauderdale, Lenny has helped hundreds of people financially prepare for life after 40.


And Lenny takes a keen interest in helping people after divorce. “I know what it’s like for divorced mothers trying to make money decisions... because I married one.” Lenny and his wife, Rhonda, have spent the last 25 years building a blended family.


They have 3 Children and 6 Grandchildren… All blended. Lenny recalls early married life with Rhonda: “Rhonda didn’t need financial support when we married, but what she DID need is guidance on what to do with her money. Being in financial services and retirement planning, I gave her some ideas and showed her a few options.”


She liked what she saw, both in Lenny AND his presentation!


“Honesty and integrity are important, of course, but Lenny went a step further.” says Rhonda. “He took the time to listen to what I really wanted when it came to finances.”


“Insurance products and investment concepts can be complex, but they don’t have to be.”, adds Lenny. Lenny and Rhonda enjoy traveling the country, with Vermont being one of their favorite places. As far as hobbies goes, Lenny enjoys golf and is a bit of a chef!


And he is not shy about discussing his talent in the kitchen. “My specialty is Gourmet Breakfast, and I’m not ashamed to admit that I make THE BEST omelet on the East Coast!”

IF YOU’RE FEELING OVERWHELMED, DON’T WORRY:

Here’s What to Do Now

You might have a LOT going on in your head right now. It’s OK to be overwhelmed. It’s OK to be unsure. But one thing is for certain: You have found the help you need to help you make the right financial decisions for your family.

Just Follow These 3 Easy Steps...

  • Step 1

    Click the Orange Button Below to schedule your private Zoom call with {agent first name}

  • Step 2

    Choose the date and time that works best for your schedule

  • Step 3

    Put your credit card away. There is NO COST to this Zoom chat

By this time tomorrow, you could be on your way to putting these financial choices to bed…

So you can get on with living your life!

Click The Button Below to Schedule a Consultation with us Today!