Welcome to the Better Way to Plan for Retirement

Now you have the tools! 
Discover how easy it can be to make critical decisions.

  • Retirement Planning
  • Risk Tolerance Analysis & 
    Strategy  Assessment

  • Social Security Maximization
  • Medicare Health Plans
  • Life Insurance
  • Annuities
  • Generational Vault
  • Recommended Reading
  • Videos (Embedded in most categories)

Click a link to get started

Discover the
NEW GENERATION
5 step Retirement Planning Process.

Determine your
risk tolerance score with our simple and easy-to-use online risk analysis tool.

Learn how
SOCIAL sECURITY
MAXIMIZATION
 factors into every retirement plan.

Before taking
the big step in ENROLLING IN MEDICARE
a little education
can go a long way.

Insurance typically plays
a customary roll in
your financial plan.

Annuities can be a paramount way of saving for retirement.

The GENERATIONAL VAULT
is a secure online portal

that allows you to
easily organize, manage,
and access your

financial life.

MISCELLANEOUS reports, hand-outs, guides and videos to you help understand the many 
facets and options
available in retirement.