Helping You Through Every Step of Your Retirement Planning

Utilize our cheat sheets and guides to help you throughout your retirement planning journey.

Cheet Sheets

Social Security Cheat Sheet
Tax Cheat Sheet
Capital Gains Cheat Sheet
Retirement Income Planning Checklist
Roth Conversion Cheat Sheet
Estate Planning Cheat Sheet
Fixed Index Annuities (FIAs) Cheat Sheet

Cheat Sheets

Interested in learning more about our services and how we can help you maximize your retirement planning?

Every client brings a unique set of circumstances, and deserves a customized strategy.

Our clients range from singles, couples, families and business owners, retired or not.

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937 S. Coast Highway 101
Suite C-206
Encinitas, CA 92024

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CA INS LIC #0710939

Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

22074-2022/07/29

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