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Millionaire Retirement

Financial planning is simple

It comes down to these points:

1. Have enough insurance to protect your assets.

2. Spend less than you earn.

3. Contribute to retirement.

4. Invest, start early and the power of compounding over time will get the job done.

5. Know your goals, be realistic and be honest with yourself.

6. Have long-term investment plan and stick with it through thick and thin. It requires you to be disciplined and control your emotions, nothing else.

Age Risk Tolerance Investment Objectives Investment Vehicles Types of Insurance You Must Have Why You Must Have It
20's & 30's Very aggressive Growth
Accumulate Wealth
Preserve Capital
Be able to retire
Stocks
Mutual/Index Funds
Auto
Home
Term Life (Very affordable)
Health
Asset Protection
Protect Loved Ones
40's Aggressive Some Growth
Some Income
Accumulate Wealth
Preserve Capital
Be able to retire
Blue chip stocks
Dividend Paying Stocks
Mutual/Index Funds
Retirement Accounts
Auto & Home
Umbrella
Term Life (Very affordable)
Health
Asset Protection
Additional Protection/Higher Limits
Protect Loved Ones
50's Conservative Growth & Diversification
Accumulate Wealth
Preserve Capital
Guaranteed Income
Be able to retire
Mutual/Index Funds
Blue Chip Stocks
Dividend Paying Stocks
Highly Rated Bonds
Permanent Insurance
Retirement Accounts
Auto & Home
Umbrella
Guaranteed Permanent Live
Health
Asset Protection
Additional Protection/Higher Limits
Protect Loved Ones
Access To Cash
Transfer Wealth
60's Very Conservative Growth
Growth & Income
Guaranteed Income
Tax Free Income
Access To Cash
Be able to retire
Mutual/Index Funds
Some Blue Chips
Some Divident Stocks
Highly Rated Bonds
Plain Vanilla Annuity
Permanent Life Insurance
Auto & Home
Umbrella
Guaranteed Permanent Life
Health
Asset Protection
Asset Protection/Higher Limits
Protect Loved Ones
Tax Free Income
Access To Cash
Transfer Wealth
70's No Risk Tolerance At All Regular Income
Guaranteed Income
Preserve Capital
Guaranteed Income
Tax Free Income
Access To Cash
Highly Rated Bonds
Plain Vanilla Annuity
Fixed Guaranteed Products
Permanent Life Insurance
Auto & Home
Umbrella
Guaranteed Permanent Life
Health
Asset Protection
Additional Protection/Higher Limits
Protect Loved Ones
Tax Free Income
Access To Cash
Transfer Wealth

Simple Millionaire Retirement

A Roth IRA illustration returning a modest 7.5% annually

Years to Wait Start Age Years To Accumulate Yearly Contribution Total Payments Accumulated Value
0 25 40 $5,500 $220,000 $1,343,802
1 26 39 $5,500 $214,500 $1,244,546
2 27 38 $5,500 $209,000 $1,152,215
3 28 37 $5,500 $203,500 $1,066,326
4 29 36 $5,500 $198,000 $986,429
5 30 35 $5,500 $192,500 $912,107
6 31 34 $5,500 $187,000 $842,969
7 32 33 $5,500 $181,500 $778,656
8 33 32 $5,500 $176,000 $718,829
9 34 31 $5,500 $170,500 $663,177
10 35 30 $5,500 $165,000 $611,407

THE REAL COST OF WAITING FACTS

◊ Time delayed to contribute = 10 year

$55,000 not contributed

◊ Net profit amount not earned =$732,395



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To Empower the Average American, Fulfill their Financial Destiny, Build a Legacy and Live a Prosperous Life.

What we can help you with

Tax Free Retirement

Wealth Management

Wealth Transfer

Financial Planning

Stocks, Bonds, Mutual Funds

Life Insurance

Critical Illness and Final Expense Insurance

Home and Business Insurance

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