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360° Personal Planning Roadmap

Identify and organize the puzzle pieces of your personal retirement roadmap. Cross the finish line in control and on your terms.

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360° Business Planning Roadmap

Most business executives are very busy working in their business. Let us help with the critical elements of working on your business.

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360° Estate Planning Roadmap

Being personally involved in making choices about protection and distribution of wealth is as important as making excellent choices about the creation of wealth. 

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 Optimizing Your Financial Road Map

Thank You for visiting our site! If you are new to our site, we have been in business for over 29 years and we design strategies in several key areas:

  1. Retirement exit strategies that identify the target date you can safely retire without running out of money over your life expectancy.
  2. Retirement exit strategies using the Colorado Pension plan as the retirement hub addressing all 10 retirement options.
  3. Social Security exit strategies addressing up to 81 retirement options.
  4. Business owner defense reviews reducing or eliminating personal and executive liability arising from succession, health, or death issues.
  5. Retirement acceleration strategies through purchasing eligible Pension service credit, with a record of more than 5000 years bought.

Our Mission: To add value, simplify life, increase order, foster education, and enhance self-reliance.

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