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Confident Retirement Roadmap VIP

Join today to leave the uncertainty behind for good and embrace your confident future.

Pay for the COURSE ONLY today, and pay the rest when you schedule your first consultation!

What you'll get:

  • Our complete 4-step retirement planning system
  • 5 modules full of valuable lessons that will help you make smart and informed decisions
  • Module activities that will help you put your knowledge into action 
  • Specific strategies for reducing taxation and maximizing income
  • Bonus videos explaining in detail the financial terms and vehicles you need to know for retirement
  • Downloadable note-taking guides and additional PDFs
  • Private Facebook group with weekly live Q&As with your course instructor

PLUS our VIP Package:

  • Personalized Financial Plan
  • Personalized Current and Future Tax Analysis
  • Personalized Social Security Timing Analysis
  • Personal Portal in MoneyGuidePro®, a comprehensive retirement planning software
  • 2 one-hour consultations with a financial advisor.  You may also choose to have one with our CPA.

30-day money back guarantee.  See "Terms" below for more details.