Customized Retirement Secrets Portal:
Learn how to keep the Government and Nursing Homes out of your Pocketand Fees and Commissions IN Your pocket!
Important: These unbiased, fully customized retirement secrets video series will not last. Get yours now!
Important: These unbiased, fully customized retirement secrets video series will not last. Get yours now!
Sign Up To Learn These Secrets And More:
Secret #1:
How to keep your Social Security tax free - the way it should be! Once you learn how easy this is, you'll be kicking yourself!
Secret #2:
The best strategy to TAX DIVERSIFY before taxes go up 1/1/2026 and beyond from Covid-19 spending.
Secret #3:
How to get long term care insurance for a fraction of the cost! There is a reason most people aren't aware of this. Don't be THAT person.
Secret #4:
How to protect your legacy from draconian government law changes like the SECURE Act that began 1/1/2020.
In Retirement, Mistakes are Hard to Overcome!
Straight From The Desk...
Hi, my name is Dan Casey and I'm obsessed with making sure retirees have the BEST retirement plan possible. This means I never stop researching and implementing strategies that are in their best interest.
Have you ever noticed that often times financial advisors aren't tax experts? And tax experts aren't finance experts? And your estate planning attorney? They don't know about either!
Would you agree that it would be an incredible step forward in your retirement plan if you considered your finance, tax AND legal needs?
If you could save thousands in taxes, would that be worth it?
The IRS and One Debilitating Health Issue can Devastate your Retirement.
As a financial advisor, I try to take all the risks off the table for my clients. Market risk, tax risk, legislative risk, longevity risk, etc.
Between the Covid-19 pandemic and the Great Recession, TRILLIONS of dollars have been pumped into the economy.
This will, with almost certainty, result in higher taxes. How much will your share be?
Add in the fact that a nursing home usually ranges between $6,000-9,000 a month. What if you had a stroke tomorrow? Would the cost of this care decimate your portolio? If married, would this put your spouse at home at risk of running out of money?
Have a plan.
This is what you've been looking for
An inexpensive, unbiased, customized retirement plan for you or your financial/tax advisor.
Everything You Need
It's as if you have a trusted financial, tax and legal professional collaborating to create the most rock solid retirement plan. Free from excessive taxation and draconion law changes.
All In One Spot
Your video and all bonused training videos all in one place. No more scouring the internet for 'how to' videos to get what you need from so-called 'experts'.
To have the perfect retirement!
The #1 fear of most retirees is running out of money. If you get the government out of your pocket and leverage some assets to create a multple of tax free buckets of money for long term care needs then you can eliminate that fear IMMEDIATELY!
But Wait, That's Not All...
PLUS: You Get UNBELIEVABLE Bonuses!
The Excel spreadsheet
The excel spreadsheet with pre-built formulas with all of YOUR information.
Tax Hacker Masterclass
SIX videos packed full of personal finance hacks.
Medicaid cheat sheet
Your state's cheat sheet with the requirements to qualify for Medicaid.
Bonus Bundle Box!
Social Security Torpedo tax worksheet, Personalized Social Security report with maximization flowchart and so much more!
Right Now You Have Two Choices
Option #1
Continue as you are. Wonder if you or your current advisors are doing EVERYTHING they should be to get the government out of your pocket.
In retirement, mistakes are HARD to overcome.
Option #2
Spend a small fraction of what you could lose in taxes, mistakes and medical costs for an easy to undersand, unbiased, customized video that could CHANGE EVERYTHING.
There's nothing like this...
You can spend hours scouring the internet looking for strategies for your personal situation. But odds are you have and odds are..
You fell down the 'rabbit hole' and accomplished very little!
You may have tried the free dinner seminars and even met with a few advisors. But, that's time consuming and you aren't quite sure if the plan they are presenting is better for you...OR THEM!
And if you already have a financial advisor, can they also advise you in regards to the tax ramifications or how to get to the lowest tax bracket possible?
If you have an accountant or CPA that you work with, they are almost always the best source for your tax needs. But are they experts in creating a financial plan?
And usually when you sit down with your tax person, the year is over!
And how often do they contact you throughout the year to provide tax savings strategies?
Now is the time to get a fully customized retirement plan to include the proper investments AND tax plan. You also may need strategies to get protection for a long term care event and for the recent law changes as well.
All this plus the incredible bonuses makes this a no brainer!