Its your Money, your Time, your Future and we Protect it

FREE REPORT How to Have Your Retirement... Out Live You...

What does your Retirement look like?

Making Certain You Can Retire & Stay Retired

Protecting and growing your Retirement safe from the wealth enemies

Is your Retirement Nest Egg protected from the Enemies of Wealth?

Risk, Taxes, Inflation & Low Interest

Are you living in the “Illusion of Safety & Security”?

If a disaster occurs, market crashes,
Illness, or death, are you protected?

Are you paying too much Income tax?
Are you staying ahead of Inflation?
Is your savings earning enough Interest?

We are experienced
financial professionals; with decades of
Our goal is to help you become Retired and stay Retired.

Don’t Get Caught In Rough Waters!
Retirement is a long term game. During retirement, your assets are treated differently than when you were working.

We Make It Easy! Facing Big Retirement choices? We are here to assist you in Navigating your Retirement

A Trust.


If you have greater than $50,000 in assets  ---  you need a Trust.

Do what the Millionaires do … Save Time (often Years), Save Thousands of $Dollars…+ Take control of your financial future.


Reach out to learn more…


Stretch IRA / 401k


If you have lost a parent … leaving you with their retirement …

Do not want to pay Income Tax due to inheriting their Stretch IRA/401k?

There is a legal way to avoid paying taxes by converting that account into Tax-Free money….

Without you paying one dime in taxes….

Walt Lusk