“Our Role Is To Educate You”
Order your COMPLIMENTARY books

These books cover the topics that our retiring clients tell us are of importance to them. I wrote the books to be a complete informational resource. Retirement should be fun, too, so with that in mind, I wrote the books to also be easy, enjoyable and often humorous to read.

Retirement, It’s PlanTime!

Retirement takes financial planning. Should you have long-term care insurance? What is the best way to use your 401K and Social Security benefits to make your savings last your retirement years while being prepared for pitfalls. This 64-page book has key answers.

Medicare, It’s That Time!

Medicare is confusing. There are two types: Original and Medicare Advantage. Which is Best for you? How do you enroll? How do you avoid Medicare penalties? Learn the answers.

Understanding Social Security

Do you take benefits early at 62, wait until full retirement age at 67, or delay until age 70? And what about Spousal Benefits and Surviver Benefits. This 64 page book has the answers.

Please order any books that may be of value to you. Books are typically mailed next day. Allow 10 days for delivery and let us know if your books do not arrive.