All consultations and Plan Design Services are FREE

Retirement Coaching

  • Customized Financial Solutions to provide you with Plenty of Money Now as you work, and Plenty 
    of Money Later at Retirement

  • Understanding your TRUE WEALTH ASSETS

  • Creation of SAFE MONEY STRATEGIES TO SECURE YOUR FINANCIAL FUTURE within your Retirement Plans and other Liquid Assets

  • Convenient, Self-Education by Internet by experts in Retirement Planning and Real Estate Equity Management

Custom Designed Real Estate Equity Management Strategies

  • Asset Protection

  • Create More Liquidity and Flexibility and Safety for your Assets

  • Reduce Tax Liability Now and at Retirement

  • Creative Alternatives to Providing for Long Term Care Needs

Products used for MRC’s safe money strategies

My Retirement Coach, only recommends and utilizes financial products that incorporate guarantees of principal, emergency liquidity, and competitive rates of return. These products are: FDIC-insured CDs, Fixed rate annuities, Fixed Index Annuities, and Fixed Index Universal Life. All insurance carriers are rated “A” or better, and are among the largest, strongest financial services companies in the world. Our insurance carriers have minimal to no exposure to the recent problems caused by sub-prime mortgage-backed securities and other derivative instruments such as the recent AIG debacle.

 

  
 

 

 

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