Reaching your Ideal Retirement is as simple as 1,2,3

Planning for retirement is simple, but not easy. Sure, you want to take control over your future and do some research, but the Internet is confusing at best and full of garbage at worst. It can be so overwhelming!

 

We don't like that and feel there ought to be a better way.

 

The better way is SECURiMENT™ retirement success method where what you should to do - to live regret-free in your next chapter is reduced to 3 simple steps!

#1

Protect Nest Egg

#2

Create  Income

#3

Reduce Income Taxes

Growing wealth is important but so is  reducing volatility and protecting your nest egg. Our strategies are designed to generate investment returns while limiting large losses. 

One day you will get tired of working, but your bills will not get tired of being paid! Our strategies create streams of income so you can live your life without regrets! 

If left unchecked - especially if the bulk of your retirement savings are in tax-deferred accounts - taxes can dramatically affect your retirement. Our strategies reduce your taxes!

The insurance and financial management firms we partner with serve as the foundation of your SECURiMENT™ retirement success plan

We are hyper-vigilant about protecting and growing your money, while minimizing drawdowns   As Investment Advisor Representatives, we are obligated under law to operate in your best interest. Everything we do centers around the selection of the strongest resources to help you make informed decisions with one goal in mind.  

 

So you feel good about your financial future!

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Through our investment partner, Brookstone Capital Management, we help our clients protect and grow their nest egg. We create individualized portfolios including:

Income portfolios

Volatility investing

Thematic investing

Structured notes

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Through independent advisors like Rose Advisory Group, Brookstone and its affiliates have combined assets under management of over $7 billion dollars (Dec 31, 2020)

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Our insurance partner, Financial Independence Group, has served the independent financial space for over 40 years with solutions that help retirees sleep at night.

Income creation

Safe accumulation

Long-term care

Tax-free growth

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FIG (Financial Independence Group represents some of the most comprehensive, competitive, and financially-stable insurance companies in the industry

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Why should you care about our financial partners?

 

We are structured this way to allow for 100% independence

We are compensated for what we do and will gladly share that with you. As far as investment choices, though, WE ARE NOT incentivized whatsoever to invest your money in any particular way. 

Just what works for you and your unique situation in life