Planning Your Future
It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.
Contact us today to schedule an introductory meeting!
Office Location – Nolensville
960 Clovercroft Rd
Nolensville, TN 37135
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See What Our Clients Say
It took me a while to get my head around these “safe money” products. Once I understood them, I moved all of my accounts. My broker thought I was nuts. six months later when the stock market had fallen 34% and my accounts had zero loss, I called my broker just to tell him he was wrong!
My son used to take care of my finances, until he died tragically in a motorcycle accident. Thanks to the broker I used after my son’s death I lost half of my money. Then I found Steve. My losses stopped, my money is growing and he is always there for everything I need. My son would be happy that my finances are in good hands.
My son is an accountant and he thought I was nuts when I moved my money into these safe money products. He insisted on meeting with Steve and I. Two years later my son had to call Steve to ask a question and while they spoke he told Steve, “you know, my parents have been taking 10% withdawals for two years now and they still have as much m0ney as when they started. You really did a good thing for them. ” Thank you!
I was 76 and wanted to travel the world. My previous broker told me that I could not afford it. Steve was able to build me a long term plan that has given me the money to travel, more monthly income, and no more risk to my retirement. My wife and I went to China last year and we are going to India this year. Thanks to Steve, I now have piece of mind and money to travel.
A very good friend of mine told me about Steve. I procrastinated. By the time I finally called Steve, my accounts had lost half of their value. I really dove into the material Steve sent me until I completely understood these products. I have since moved my accounts into the plan that Steve built for me. I only wish that I had called him sooner. He is patient, understands the markets and is always available when I call him. It sure feels good to know that market drops won’t hurt my future anymore.
My broker kept telling us not to worry the market would come back. We lost most of our money waiting. When my husband died, I lost his pension and my social security check. I was sure that I would lose my house. I heard Steve’s radio show and called him. I knew there was no hope, but I had to try. He was able to use safe money products to replace the pension and social security check income. I used a reverse mortgage to stop having a mortgage payment, and therefore had enough money to both retire and stay in my home forever. Every time I see Steve I tell him “Thank God For You!”