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Retirement Roadmap Experts
Many people and families struggle to save for, or don’t know where to begin with retirement planning.

Our proven method and Retirement Roadmap takes the guesswork out of retirement planning, so you will have the retirement you dream of.

We believe in reducing your financial risk & successfully improving your retirement success.
Retirement Planning
Don't take our word for it
See what some of our recent clients say about their experience with Retirement Roadmap Experts

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"Is anyone looking for a great financial advisor?

Rob has spent so many hours on the phone with us, getting to know us and our future plans to know what to recommend to us. We have a clear plan for our retirement plan as well now.

I have never had a financial advisor spend so much time figuring out what is best for us.

I highly recommend Rob for anyone wanting to talk about their financial future."

Junior & Stacy
Pre-retirees / Retirement Roadmap
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"We had the pleasure of working with Rob on our retirement plan. We didn’t know where to begin and had been working with one financial advisor for many years, but we still had so many questions. Rob was happy to answer all of my questions, listened intently, and gave us a sense of calm – even though we were so lost in the beginning.

The Retirement Roadmap Rob uses gave us confidence that my husband and I will now have enough income for as long as we need it.”

Ken & Michelle
Pre-retirees / Retirement Roadmap
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“We were interested in the Infinite Banking program and had been researching it for years but still had questions on the effectiveness and how to begin.

Even in our first conversation with Rob, he made us feel at ease and asked questions to truly understand us and what our goals were. The process that we worked through was painless, and there was no ‘salesy talk’ or pushing us into making a decision on any direction until we were ready.

We will be working with Rob for years to come!”

William & Jenny
Infinite Banking / Be Your Own Banker
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"Rob is a great resource when planning for retirement. He shared several strategies that I had not considered or heard about in my years of working with other financial planners.

I've taken advantage of his Retirement Roadmap strategies to ensure my income will last."

Adam
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"Rob's Retirement Roadmap experience showed me a guaranteed income strategy that gave me absolute peace of mind so I never have to worry about market ups and downs."

John
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"Trusting Rob's process was easy. There was plenty of proof of that before I worked with him. What I loved the most was how much I trusted him as an IFW Certified Financial Professional.

Even better, based on the tax savings strategies I learned, it looks like I will save hundreds of thousands of dollars in taxes in retirement."

Kathryn
Services
Find the perfect financial protection and generational wealth building tools for yourself, loved ones, assets, and retirement here.

We PARTNER WITH YOU to discover your goals and requirements. Then we consult our team of providers to create the best possible solution, custom-created for you!

Links to useful resources
Access the latest industry news and resources

We strive to stay up to date with the latest industry resources, news, and insights. Read more about them below.

  • The First MPA-Rated Film on Retirement Income
    Film by Doug Orchard
    The Baby Boomer Dilemma is an exposé of America's retirement experiment that takes a deep dive into Pensions (both corporate and public), Social Security, 401(k), and Annuities. ​This film features the nation’s top economic minds in this space includi...
  • 401k Wealth Maximizer Strategy: A) Increase Your Retirement Income by 30 to 40% Without Saving Additional Money
    B) Grow & Protect Your 401(k) Through Recently Added Investment Options
  • 401k Wealth Max - Understand the differences between accumulation and distribution of your money.

    A) Learn how to build more wealth without saving additional money
    B) Discover ways to use your savings early without early withdrawal penalties

    It is designed to help protect your $$ from downside risks and maximize future retirement income
  • Power of Zero Movie - The Tax Train is coming!As the US debt spirals out of control, it threatens to disrupt traditional retirement alternatives with an impending freight train of onerous taxes.

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