Book Appointment

Free Guides & Resources

The 321 Retirement Plan

Don't Let Wall Street Dictate Your Retirement! Discover how to MAXIMIZE your income, and PROTECT your savings from taxes, inflation, and Market Volatility.

Social Security Maximization Guide

To help you make the most of your benefits, I've put together this simple, easy-to-follow guide that breaks it all down for you.

How to Pay Zero in Taxes in Retirement

In this guide you will learn: Why Taxes Have to Increase! The Tax Efficiency Ladder & How to Climb It for a Tax-Free Retirement, and The Ultimate Backdoor Roth and Roth Conversion Checklist.

Secure 2.0 Act - Tax Saving Checklist

Don't Miss Out On Important Secure 2.0 Act Tax Saving Opportunities!

The 5-Minute DIY Estate Plan

You don't need a lawyer or fancy trusts to have a sound estate plan. In this guide you will learn the documents you must have and discover the #1 mistake people make with their IRA, 401ks, and bank accounts.

Are You Ready to Retire?

Wondering what it takes to retire? How much money do you need? Where does Social Security fit in? Discover the answers to these questions and more.

How to Reduce Risk in Volatile Markets

Does the recent market volatility have you worried? Check out our guide on how to reduce the bumps in this roller coaster ride we call the market.

Survive & Thrive in a Down Market

So your account is down 20%, what now? In this guide I walk you through step-by-step what to do to protect your portfolio and profit in a down market.

How to Build the Life of Your Dreams

Wondering how to achieve financial security? Want to be able to quit your day job, or buy that second home? In this guide I break down the 7-steps for building the life of your dreams...regardless of what stage of life you are in!

Living With Financial Anxiety by Leibel Sternbach

Financial freedom is yours for the taking! You just need to be bold enough to take it! Discover how to live the life of your dreams without financial worry or anxiety.


According to DALBAR’s annual Quantitative Analysis of Investor Behavior report, the “average” investor consistently underperforms the market. The reason is that investors’ emotions work against them. They end up buying high and selling low.

Additional Resources

  • - Help connecting your with local resources.
  • - Financial assistance, food pantries, medical care, and other free or reduced-cost help.
  • Local Agency on Aging (AAA). -  These agencies get federal, and local funding to help seniors (60+). They can help with a range of support and will know what local programs and resources are available to you.
  • - Drug discount cards, help paying for meds and resources.
  • AARP Fraud Watch - is a great resource to go to if you think something might be a scam or if you think you are a victim of fraud.
  • NCOA - Resources and Support for Older Adults Living Alone - The National Council on Aging has created this comprehensive guide to the various programs, services, and organizations catering to the needs of older adults living alone.

Discover True Peace of Mind

Let us help you secure your retirement, protect your savings, minimize your taxes, and help you live the life of your dreams.

Get Started Today