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Millions of people just like you are turning some of their retirement savings into a permanent income stream for life! Click the button to learn how.
step 1
Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.
Our process seeks to have all this be paid off in 7 years.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s where guaranteed lifetime income came help.
step 4
Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.
step 5
Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.
step 1
Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.
Our process seeks to have all this be paid off in 7 years.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s were guaranteed lifetime income came help.
step 4
Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.
step 5
Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.
Click the Button below for a quick 1-on-1 chat with me and we’ll get your retirement planning DONE by the end of the week!
You KNOW you’ve been needing to set up your retirement accounts properly. Imagine how GOOD it will feel to finally get this done and off your plate!
It’s just easier to be present and ‘in the moment’ when tomorrow has been well planned.
Securing your future income in GUARANTEED fashion helps you feel better about splurging a little more today! Go on…you deserve it!
We tend to get excited about the future when we KNOW our finances are safe and secure.
Knowing you’ve covered many of the ‘what if’s’ in life can bring on a sense of peace and calm in a loud world.
Let’s face it: The unknown can be VERY SCARY. But when you’ve taken simple steps to secure parts of your future, it doesn’t seem nearly as scary anymore, and THAT’s a great feeling!
Leave a Legacy For My Family In Case I
Die Too Soon.
Cover The Cost of Raising My Children In Case I
Die Too Soon.
Pay My Mortgage & Other Debts Off In Case I
Die Too Soon.
Act as Collateral For My SBA Loan in Case I
Die Too Soon.
(This includes savings, 401(k), 403(b), TSP, Brokerage, CD's, and other assets)
testimonials
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The cornerstone of Michael's business philosophy centers on effectively helping his clients achieve three key financial goals: safe, secure wealth accumulation during their working years, financial independence when they retire and developing a source of tax-free retirement income.
A seasoned financial professional, Michael has been working with business owners, professionals and families for three decades. His focus is on Retirement Planning, Business Planning and Estate Planning.
With all of the economic turmoil in the markets, the country and around the world, its more important than ever to keep your wealth safe and secure, but also growing.
Michael received his bachelor's degree from California State University, Northridge. He earned his Chartered Life Underwriter (CLUJ and Chartered Financial Consultant (ChFC) designations from The American College in Bryn Mawr, PA. A prominent member of the financial services community, Michael has held offices and memberships in the Industries leading organizations, including: Past President Society of Financial Service Professionals (Harbor Area Chapter), Vice President - National Association of Insurance and Financial Advisors (Long Beach, CA), The Estate Planning & Trust Council (Long Beach, CA), Million Dollar Round Table including the elite Court-of-the Table comprising the top one-sixth of one percent of financial service professionals worldwide. Sharing his expertise, Michael has conducted seminars on Variable Universal Life Insurance, Split Dollar Plans, Selective Executive Benefits, Pension Maximization and Estate Planning.
Michael's clients include Debbie Reynolds as well as doctors, lawyers, dentists and business owners across the country. Most importantly, Michael's mission is to help you avoid losing money in the Wall Street Casino, and instead build your wealth SAFELY and SECURELY. Regardless of your financial situation, Michael can help anyone get on the path to become a Safe Money Millionaire and sleep well at night.
Michael and his wife, Raquel, recently celebrated their 39th wedding anniversary. They reside with their daughter, Emily, in Lake Oswego, Oregon. In his spare time, Michael enjoys spending time with his family, playing tennis and traveling.
IF YOU’RE FEELING OVERWHELMED, DON’T WORRY:
You might have a LOT going on in your head right now. It’s OK to be overwhelmed. It’s OK to be unsure. But one thing is for certain: You have found the help you need to help you make the right financial decisions for your family.
Step 1 Click the Orange Button Below to schedule your private Zoom call with {agent first name}
Step 2 Choose the date and time that works best for your schedule
Step 3Put your credit card away. There is NO COST to this Zoom chat
By this time tomorrow, you could be on your way to putting these financial choices to bed…
Click The Button Below to Schedule a Consultation with us Today!
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Download Your Copy Today!
“There’s no cost to this booklet because every
woman should have these answers when they need them”
Just enter your name and email below to get the
booklet in your inbox…
