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Back in 2013, it was found that the average individual lost $155,000 in their 401(k) plan. Do you have a Retirement Plan?  A 401(k)?  An IRA?  Mutual funds?  Do you know what you’re getting for your managed funds?  You do know that those fees collected are coming out of your pocket, right?

Are these statements and questions disturbing to you?  They should be.


There is an alternative!  I’ve never been an advocate of putting your or my money in the stock market. It’s historical… what goes up will come down. Some of us have experienced that within the last 16 years.  Below is a little video about just this subject and below that a longer video with much explanation about what happens with these types of managed funds and what I’m a proponent of.



Keeping your retirement funds in a indexed strategy, one that acts as though your money’s in the market, but is NOT is much safer avenue to travel as we get older and need the best rate of return on what you’ve worked so hard for.  I’m talking about an Indexed product that takes advantage of when the market goes up, but not down.  Sound too good to be true?  It’s not.  Let me prove it to you!  Keep scrolling.

This is a longer video that was on PBS.  Worth the watch as it’s very educational.


The Retirement Gamble


This is a simple graph of the indexing performance against the stock market.  This is accomplished with the very popular safe money product the Indexed Universal Life Insurance policy.  This is the product that has many facets to it that will get you the best “safe” bang for your retirement buck.




Yes, I’m a financial planner, financial wellness consultant, a licensed insurance agent.  I have a fiduciary duty to show you options that are best for you.  I’m an advocate for putting your money where it’s protected, where your principal will never go down, where your fees are minimal.  I get paid by the insurance company, not you.  I represent you, not them.

Reach out to me for a complimentary presentation of how this special product works and how it might help you in your quest for a better retirement.


If you’re a business owner looking for:

  • A tax advantaged retirement plan
  • Accelerated wealth accumulation
  • A better, faster exit strategy
  • Guarantees and protections


View this short video, then call me or book a consultation.  I have case studies upon case studies to share and can within a few short days show you just what myself and my team of experts can do for you to accomplish all of the above and more!


Call me (719.671.8099) or book a consultation.  I’m happy to serve!


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