Free Reports

Can you retire? These guides are served to make you more informed and prepared to make the right decisions for your retirement. Stay current about various financial topics so you can prepare to enter retirement with confidence.

Do you have retirement questions? We have answers!
Click the button to schedule a phone consultation.

social-security

Social Security Report

roadmap

Roadmap to Retirement

take-charge-taxes

New 2020 Tax Laws and YOU

layoff

10-Step Layoff Survival Guide

tax-strategies

Tax Strategies for Retirement

abcs

The ABCs of Fixed Index Annuities

radio

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy Sharpe and Jessica Cannella at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.

market-updates

WEEKLY MARKET UPDATES


Concerned about how market activity could affect your retirement? Get the latest market updates!

 

webinar

WEBINARS


Join us for an upcoming educational webinar to better prepare for your financial future.