About Us |
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Mike Wilson | Retirement Planning Specialist
Mike has been helping people from all walks of life plan for and protect their retirement “nest egg” and finances from the unexpected since he retired from managing his engineering company in 2014. He takes a holistic approach to financial planning incorporating all strategies necessary to ensure that your retirement is truly “crash proof” and one to be enjoyed worry free. He has worked with business owners and individuals across the financial spectrum educating them to their risks and concerns as they move forward in life. Because retirement is about income and legacy preservation and not about how big your 401K/403B/IRA, or stock portfolio is.
His strategies protect his clients from issues related to health, taxes and market risk, investment management fees, wealth preservation, and legacy. He truly believes, and executes on his belief, that wealth and prosperity can be achieved and guaranteed without any risk or management fees. He is most proud that he has been able to accomplish this without his clients ever experiencing a loss of wealth due to market risk or unnecessary fees. So, if you would like to learn about and build a risk free prosperity plan for your lifetime give Mike a call at 610.905.5896. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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ADDRESS
741 Rising Sun Road Telford, PA 18969 |
EMAIL
[email protected] |
CALL US
(610) 905-5896 |
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