Get started in 3 easy steps:
Read our book
Have you Ever Been Bitten by an Elephant?
This book takes you on a journey through the triumphs of smart and solid planning, as well as guides you past the most common pitfalls that derail so many retirees.
100% of the proceeds of the sale of the book on Amazon are going to The Villages Honor Flight.
Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
WQBQ AM 1410 Tuesdays at 12 noon.
Rob Newton Resource Show
WQBQ AM 1410 Fridays at 1 p.m.
Get to Know Our Team
Discover how we help individuals and families achieve their ideal retirements.