We offer YOU a complimentary “Stress Test” 

including a Risk, Fee, and Performance Analysis

of your Retirement Plan.


Doesn’t YOUR “Financial Wellness”

Deserve a 2nd Opinion? 


Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to identifying and reaching your Retirement SecureStrategicGoals.


We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, insurance, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.


We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.


Let us show you:

A retirement planning system, to help you preserve and grow your retirement assets with independent advice and your Secure,Strategic, Goals in mind.


  • Are you frustrated that you don’t have control of your financial life as you approach or enter retirement?
  • Can your investments handle another 10 years like the last 10 years?
  • Do you feel confident that you can retire when you want, or that your money will last through retirement?


An Alternative to Haphazard Retirement Planning 
and Investing on Emotion or Hope

Many brokers can sell you a financial or insurance product, but few have a fiduciary duty to be on your side and help you create and follow a disciplined plan into and through retirement.

Many pre-retirees and business owners try to create their own retirement and income strategy, and the results can put their very financial future at risk.

We created our SSG Retirement Planning System so you
could work on the same side of the table with a trusted advisor. 



We can help you to reach your 

Secure, Strategic Goals when you....

Get on track for a confident retirement

Save money on taxes, so you and your heirs get your money, not Uncle Sam

Benefit from the power of a disciplined, Retirement Planning System that is customized to your goals



Our SSG System Can Help You Prevent Making Big Mistakes with Your Wealth

Our financial and retirement planning process helps to ensure that you are organized, aware of what you are invested in and why, and are adapting to the changes in the financial markets and tax laws.

We invite you to discover more about our time-tested process of retirement planning and disciplined investing by requesting a complimentary 2nd Opinion Consultation.






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