Financial Defense

The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet that almost every great coach in nearly every sport has shared that same philosophy. Just think about some of the great sports dynasties, teams that won championships year after year: the Green Bay Packers under Vince Lombardi, the Boston Celtics under “Red” Auerbach, the Yankees under Joe Torre. You could go on and on.

Financial Defense

Stay Informed

Download your free reports on the financial topics that matter the most to you.

Name(Required)

More Reports

Understanding RMDs

The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give...

Resetting Your Retirement

Retirement can be the most rewarding phase of your life, but to make the most...

Negative Spin Annuities

The recent explosion in the number of media outlets has made it harder to find...

Income Generation Report

For every American born in or before 1971, there’s a more secure, less stressful, method...

Financial Defense

The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet...

Facing Volatility

It was one of the scariest days Wall Street has seen. On March 16, 2020,...

Case For Fixed Income

As more Americans are enjoying 30+ years in retirement, it’s become essential for those nearing...

7 Risks to Your Retirement

As many Americans get ready to transition into full retirement, they don’t realize they’re crossing...

10 Signs You’re Working with a True Retirement Income Specialist

Not all financial advisors are the same. And as you near retirement, the stakes are...

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954) 833-1180