Printable Booklets
Some people still like to read and study written material, so we have it all here for you broken down into a variety of topics from addressing Annuity myths to organizing your estate to leaning about investing theories.
Annuity Myths & Tips
Learn about the incorrect assumptions people have about annuities and learn to balance them with the truth about how annuities work. Also learn valuable tips for determining if an annuity is good for your particular situation.
Estate Planning Guide
This is a handy booklet to help you stay organized so your loved ones can quickly access necessary information. This can be printed or completed on your computer through Adobe Reader.
Modern Portfolio Theory
Since the 1950’s investments groups have leaned to the Modern Portfolio Theory to investing clients’ money safely. However, that was before the time of fixed annuities and the theory is now not-so modern.
Great Social Security Scam
This covers the history of Social Security and how this program was set-up to fail from the beginning. You will see little has been done to adapt to increasing ages, additional dependents on the system, and now spending money from future generations.
Wise Retirement Workbook
This is the companion workbook to the book Wise Retirement, and contains a complete retirement inventory. It is available on Amazon or free through scheduling an appointment with one of our advisors.