Retirement you can enjoy.

Retirement you can envision.

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Imagine what your ideal retirement looks like, and explore what’s important to you.


Examine your current financial situation, and determine your retirement income needs.


Develop a custom strategy so that you can take steps toward meeting your retirement goals.


Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement income strategy.


Will Your Money Last As Long As You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses
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Meet the team

Our mission is to help individuals enter retirement and stay retired. Our primary focus is reducing income taxes on retirement assets and helping to reduce risk.

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Get Your Complimentary Copy of Tom Jacobs’ Book

Learn how to dominate your post-work years by reading the powerful, personal story of Tom Jacobs’ journey to solving the retirement crisis that exists in America. Request Amazon best-seller “Retirement Domination: Play to Win With Your Retirement,” and it will be our pleasure to rush you a complimentary copy!