In the last two weeks, I’ve taught 12 hours of classes on financial retirement. The class I’m teaching is called Retirement Elevated and it’s held at BGSU at Levis Commons. …
Should You be Scared Too?
A Free 60 Minute Discovery Session Could Change Your Entire Outlook on Retirement in Ways You Wouldn’t Expect. A recent study revealed that 43% of retirees will run out of …
January 2015: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
December 2014: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
November 2014: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
November 2014: Back to the Basics
Back to the Basics – Are You Following a Proven Recipe For Your Retirement? This article of Adam’s appeared locally in the Suburban Press On November 15th. We thought you …
April 2014: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
Social Security Analyzer
In their special edition last month, Dave and Will included an offer to help you analyze your Social Security choices. Since then, the topic of Social Security has come up …
The Powerful Formula behind Our Social Security Analyzer could put Tens of Thousands of Dollars back in your pocket!
We’re guessing Social Security is a hot topic for you right now. How do we know? Well, aside from the fact that it’s all over the media, we know it …
