Professional guidance to maximize income, protect assets, and enjoy your future.
Retirement Means More Than Just Stopping Work
Retirement isn’t an ending — it’s a new chapter, and we’ll help you write it with confidence.
1
Replacing Your Paycheck
For decades, you’ve relied on a paycheck to cover your bills and support your lifestyle.
In retirement, that paycheck stops — but your need for steady income doesn’t.
The key is structuring your resources so they generate reliable income for the rest of your life,
so you don’t outlive your money. We’ll help you design a strategy to make that possible.
2
Freedom to Choose Your Lifestyle
Retirement isn’t about doing nothing — it’s about having the freedom to decide. You may choose
to keep working full-time, part-time, or not at all.
The point is, it’s your choice — not a necessity. With income stability in place, you gain the
confidence to shape retirement on your terms, whether that means pursuing passions, traveling,
volunteering, or simply enjoying more time with family.
Estimate Your Retirement Savings
Use this calculator to see how your current savings and future contributions could support your retirement goals.
Retirement Savings Calculator
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The calculator will remember your choice. You may also change it at any time.
Clicking "Save changes" will cause the calculator to reload. Your edits will be lost.
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Retirement Strategies
You have retirement options, and we’re prepared to listen to your needs and goals and discuss which strategies may fit.
We also have an exclusive turnkey-type, customizable program to help set up your retirement income.
Here’s the 15-second summary of that program:
You make a one-time, initial investment into the NextPhase program.
The program pays inflation-adjusted retirement income to you for 20–30 years.
The program returns your initial investment (without interest) after the 20–30 year period you determine.
