I only offer Zoom video conferencing and phone call to facilitate client meetings. I currently do not provide in-person meetings. I understand that some people may only want to work with an advisor they meet in-person. If this is you, I am sorry that I am not able accommodate you. I made the decision to work remotely in 2018 for two reason. 1) I am able to help more people across the country and provide an overall more convenient experience. 2) So many of my clients have or will be moving in the future and I am able to provide the same ongoing support and service regardless of which state they move to. I do make exceptions, especially if the complexity of the solution requires in-person meetings (such as the formation of 625 Trusts and Charitable Foundations for high level tax moves). I also do quite a bit of personal travel and make an attempt to meet face-to-face with as many of my clients as I can during my travels.

The strategies I use in the upgrades are time tested. Elite retirement planners across the US use them to achieve successful retirement outcomes for thousands of retirees. All the strategies that I use are publicly documented in the book SMART Retirement - Discover the Strategic Movement Around Retirement Taxation published by ForbesBooks. To download a free digital copy of the book CLICK HERE

Conditional Guarantee 1: 100% refund no questions asked, if you changed your mind and do not wish to continue working with me prior to entering Step 2 - where I get to work designing your customized plan to implement your selected upgrade/s. Conditional Guarantee 2: 100% refund or 100% credit towards another upgrade (your choice)...if we discover in Step 2 that your current plan already has you in a better financial position and implementing the upgrade is not a smart financial move. All Sales are Final When: I am not able to provide a refund on a purchase that does not meet the first 2 criteria. The value I provide is in the custom designed solution delivered to you in Step 2 and includes the strategy, your customized design, and the exact steps to implement it to improve your retirement. Once presented to you, all sales are final.

No. I am an independent insurance agent that specialized in addressing and solving the major pitfalls and future unknowns that traditional retirement plans avoid, ignore, or fail to solve. I do this by using specially designed life insurance and limited access annuities to achieve the outcomes that address and overcome these common retirement planning gaps. As such, not $1 of your current or future assets will ever be asked to be sent to me or SNC Wealth, held by me or SNC Wealth, or invested by me or anyone else representing SNC Wealth.

This is not comprehensive retirement planning. These upgrades are for you if you already have a plan and want to protect your assets and reduce your risks in retirement. Mike Tyson said it best..."Everyone has a plan until they get punched in the mouth." Installing one or more upgrades to your retirement plan allows you to avoid or survive getting "punched in the mouth" in retirement.