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360° Personal Planning Roadmap 360º Business Planning Roadmap Life Insurance Awareness Month Fit-To-Retire Readiness Roadmap

360° Personal Planning Roadmap

Identify and organize the puzzle pieces of your personal retirement roadmap. Cross the finish line in control and on your terms.

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360° Business Planning Roadmap 

Most business executives are very busy working in their business. Let us help with the critical elements of working on your business.

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Fit-To-Retire Readiness Roadmap

Fit-To-Retire Readiness

Get the most out of the 3 Seasons Of Retirement. Determine your readiness in the 5 Areas of Retirement Success.

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Optimizing Your Financial Road Map

Thank You for visiting our site! If you are new to our site, we have been in business for over 27 years and we design strategies in several key areas:

  1. Retirement exit strategies that identify the target date you can safely retire without running out of money over your life expectancy.
  2. Retirement exit strategies using the Colorado PERA Pension plan as the retirement hub addressing all 10 retirement options.
  3. Social Security exit strategies addressing all 81 retirement options blending both the "restricted application" and "file and suspend" techniques.
  4. Business owner 401K Plan Compliance Review strategies through fi360® to reduce or eliminate fiduciary exposure issues.
  5. Business owner risk defense strategies reducing or eliminating personal and executive liability arising from succession, health, or death issues.
  6. Retirement acceleration strategies through purchasing PERA service credit, with a record of more than 5000 years bought.

Our Mission: To add value, simplify life, increase order, foster education, and enhance self-reliance.

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Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”