Phase III: Strategy – What You Need

The Protected Retirement Process®

Customized Financial Blueprint Will Uncover Obstacles, Known And Unknown, And Provide Solutions


What are the 3 Dimensions of Wealth? • The difference between Fingerprints and Life Prints • Will your money hurt your heirs? • Your Legacy also has 3 Dimensions.

During this part, attendees will discover that strategy is more important than tactics. The Assembly-Line Planning industry tries to solve problems with tactics only, and thus they become purveyor of financial products.


Our copyrighted process yields a customized blueprint, providing solutions to the obstacles that stand between you and an Abundant Retirement.

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