Gary glasses 2022

Video Library

Take a look through my video library.

Why Income Planning Matters in the U.S.

Most Americans underestimate their life expectancy, putting them at risk of outliving their savings. Annuities with guaranteed lifetime income helps protects against longevity risk and poverty in old age.

Read the white paper here.


Lifespan Calculator

The Lifespan Calculator uses the most current and carefully researched medical and scientific data in order to estimate how old you will live to be. Most people score in their late eighties… how about you?

Household Budget Worksheet

A good budget helps you reach your spending and savings goals. Work out a proposed household budget by inputting your projected expenses into Vanguard's worksheet. You can update rows as necessary to reflect your personal finances. Return and repeat as you track your actual spending.


Vanguard Health Care Costs Calculator

The Vanguard Health Care Costs Calculator is an educational tool designed to estimate your health care costs in retirement. You can include your spouse too.

Online Social Security Calculators has a variety of calculators to help you plan for the future. Which calculator you choose depends on what you are looking to do. You can access these useful planning tools right here.


Social Security Maximization Report

If you fill out the form below, we will reach out to you to help you learn the different ways Social Security can fit into your retirement. Please know that your information will not be shared and will remain confidential.

Protecting Against Identity Theft

The Federal Trade Commission has put together very useful free booklets to help you learn how to protect your identity and recover in the event of an identity theft. Check them out.


Ready To Start?

Get one step ahead of the wealth preservation game by getting in touch with us today for more information, and to get started.