The Genius Approach to an Awesome Retirement
Our network of financial experts work with IRA millionares to customize strategies to optimize retirement income. Ask yourself, how much of my retirement savings do I want to lose? If the answer is none, you’ve come to the right place.
Our clients typically find that they are comfortable spending more of their hard earned savings. The secret is that we help them create guaranteed income for life while also protecting themselves from potential risk factors such as taxes, stock market volatility, inflation, longevity, terminal illness and more.
Meet Jennifer
“There are so few guarantees in life. If you can create one, why not do so!”
For almost 20 years, Jennifer Cunningham has helped prosperous individuals and families maxmize their retirement savings by minimizing their tax burden. Jennifer’s mission is to help others confidently and comprehensively assess their accumulated wealth, define their priorities and goals and to develop a strategic plan to maximize their retirement income and legacy.
Don’t wait until you qualify for Social Security or reach RMD age! Let’s create a “genius” plan today to ensure longetivity and dependability for your nest egg.
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