POWER in POSITIONING your assets to reduce your Social Security taxes
POWER in increasing retirement income
POWER in the correct timing of your benefits
POWER in having your savings work as hard as possible
POWER in a written plan, your path to financial success
Reduce taxes on Social Security benefits
Determine the best timing for you
Speak with a National Social Security Advisor
#1 Stress — Finances
No Direction
You can’t reach your financial and retirement goals without a clear path.
Less Money In Retirement
Without achieving proper tax balance before or during retirement, you may pay more in taxes, leaving less money for you.
Outliving Your Money
If you don’t know where you stand you run the risk of outliving your retirement income.
We are ready to help you position your best path
National Social Security Advisor who is able to answer questions that pertain to your unique situation
19 years of helping educate clients on how to position their assets to maximize tax benefits and reduce fees
Robust team of financial advisors, CPA’s, attorneys, financial consultants and CFP’s
Independent, representing over 300 different companies
Just 3 quick steps to receiving your customized POWER‑POSITIONED Financial Plan.
1. Book a Call
Book a call so we can learn more about your unique situation and goals and questions.
2. Review Options
We develop your POWER-POSITIONED Financial Plan which includes a Social Security Analysis. With your guidance, we will refine the plan until it is a perfect fit.
3. Enjoy life
Relax, knowing you have a clear road map for your financial future.
KNOWLEDGE IS POWER
The Life Group Approach
Planning and educational focused
Income planning, social security planning, accumulation planning
Power Positioned Financial Plan
Holistic planning- all financial pieces working together
Thorough analysis of tax savings of opportunities
Thorough analysis of all fees you may be paying – hidden and visible
Experts in positioning assets to maximize efficiency
Typical Financial Advisor Firms
One size fits all
Accumulation of assets only
Written plan may cost up to $1500
Piecemeal planning – financial pieces are not designed to work together
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Peace Of Mind Is Just A Click Away
In less time than it takes to go to the movies, we can develop a personalized financial plan in writing for you — it’s what we call your Power-Positioned Financial Plan.
- Social Security & Pension Planning
- Retirement Planning
- Tax Positioning
- Estate Planning
- Medicare and Healthcare
- College Planning
- Investing
- Debt Repayment Planning
Upcoming FREE Educational Events
We are offering our popular retirement seminar series.
At these free seminars, you will learn what you need to know to maximize retirement income claiming strategies. The decisions you make today can have a tremendous bearing on the total amount of benefits
you stand to receive over your lifetime.
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Dubuque
1545 Associates Dr.
STE 104
Dubuque, IA 52002
Des Moines
6150 Village View Dr.
STE 100
West Des Moines, IA 50266
Iowa City
1700 South 1st Ave.
STE 21E
Iowa City, IA 52240
Wisconsin
110 N Main St.
Westby WI 54667
Serving clients across the United States including:
California, Colorado, Illinois, Kansas, Minnesota, Mississippi, Missouri, Nebraska, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas