Who’s Helping Consumers
This is a program that puts all your pieces together for you and lets you see retirement years, year by year; including social security. It helps you determine what age to take retirement and will show you the income you will receive and no longer worry about running out of money when you retire.
Tax Free Retirement
You truly can have retirement income that is income tax free unlike the qualified plans that will be taxed upon withdrawal. Check out A Story About Bill. We also have a complete book on tax free retirement and how you can benefit from it. Bellow is a diagram of how taxes are figured into qualified verses non-qualified alternatives.
Home Loan Reduction Plans
This service is done on individual cases with no fees for consultation. You will be quite surprised at what is available and who qualifies to include jumbo loans. Contact Richard Mullen for more information about this.
Estate Planning
Estate planning is needed on some level for everyone. Initial consultation service will provide you information for you and give some guide lines that everyone should have.