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How we help our clients


What we do

At A Glance

Ensure your life savings are protected.

Ensure the income you need for retirement will last throughout your lifetime.

Ensure that you are financially prepared should you find yourself with deteriorating health.

Ensure that the money you do not consume during your lifetime passes tax-free and probate-free to those you love the most.

Ensure that you pay the lowest rate of tax on the least amount of money.

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true true for your money. It should mean, however, that it’s time to stop taking unnecessary risk. We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance — TAX-FREE AND GUARANTEED! We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy. The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It is very likely to spend 30 years or more living in retirement without earned income. We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

Learn why fixed annuities are so popular among retirees and those about to retire.

The Power of Zero

Diffusing the Tax Timebomb 

Many US academic economists and financial experts agree that there are massive tax increases that await all of us due to the U.S National Debt that is soaring out of control.

Well educated and savvy strategists, like Brad Pistole, can help you prepare today, to mitigate taxes tomorrow and throughout your retirement years – no matter what the political agenda may be.

Watch a quick video to learn more about “The Power of Zero”.

Information Only – Not Legal Advice

This movie trailer is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, CPA, and/or other advisor regarding your specific situation. The information is for your use and convenience only. We have taken reasonable precautions in the sharing of this material and believe that the information presented is accurate as of the date of issue. However, we will assume no responsibility for any errors or omissions. Always seek advice based on your particular circumstances from an independent advisor. Any disclosure, copying, or distribution of this material, or the taking of any action based on it, is strictly prohibited.

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