• A FEW WORDS ABOUT US

    We here at {{bn}} specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
  • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    Financial Services

    Financial Services

    Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    Insurance Services

    Insurance Services

    Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    Educational Videos

    Educational Videos

    Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • LIFE FINANCIAL WEEKLY NEWSLETTER

  • IRA BLOG

  • Today, Americans are faced with endless uncertainty, like what’s ahead for the tax code, health care and Social Security, to name a few. But removing some uncertainty surrounding retirement is an obtainable goal all Americans can strive to achieve. The retirement crisis has become a staple in [...]

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    Last week, the IALC launched its interactive game Master of Retirement. Shocking new data points, found from IALC surveys, power the game’s questions and demonstrate the need to offer approachable and light-hearted ways of boosting Americans’ confidence when it comes to saving for retirement.[...]

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    Working in Retirement: Fantasy or Reality?

    To work or not to work? That is the retirement planning question. Let's take a closer look at this modern-day riff on the famous line in Shakespeare's "Hamlet," where Prince Hamlet laments about life's unfairness but reflects that the alternative (not being alive) could be worse. Lately, many [...]

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  • Question: ED, I have attended 3 of your 2 day past boot camps and plan to attend in Orlando in Feb. 2018. I NEED YOUR HELP BADLY NOW!!!! I think my broker dealer is not reporting RMD’s to charities properly on the 1099R’s they issue. They are putting the same number in Box 1 and Box 2a [...]

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    Recharacterization is currently one of the few “do-overs” allowed under the tax code. Its days may now be numbered. The tax reform legislation currently pending in Congress would do away with recharacterization at the end of 2017. How Recharacterization Works Currently, if you do a Roth [...]

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    Question: Hello, I am a financial advisor in Dallas and appreciate all the training & education Ed has provided over the years to ML advisors like me. I have a question for Ed.  When meeting with a potential client, I uncovered a potential problem … And potential subsequent solution [...]

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