Take Control of Your Retirement

Keep More of What You’ve Earned

STEP 1: Watch the Training Video : How to Secure Your Retirement and Avoid Costly Retirement Mistakes

STEP 2: SCHEDULE A NO-COST CONSULTATION

The quick assessment below will help us determine if the ARP Program is a good fit for you. If you qualify, you’ll have the opportunity to schedule a free consultation with one of our expert tax attorneys. Spaces are limited due to scheduling availability.

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Name

First

Last

Phone

Email

How close are you to retirement?

Less than 5 years
5-10 years
More than 10 years

What is the total value of your retirement portfolio (401(k), Traditional IRA, etc.)?

What is your primary goal for your savings in a deferred plan?

Minimize risks and protect savings
Achieve financial independence
Not running out of retirement savings
Other

Do you have concerns about paying taxes on your retirement savings?

Yes
No

Have you experienced losses in your retirement savings due to market volatility?

Yes
No

Are you currently working with a financial advisor or tax professional?

Yes
No

Would you consider working with an advisor virtually?

Yes
No

Are you interested in having a free consultation with one of our retirement experts?

Yes
No

working with volatility?

Please provide a date and time that works best for you, Monday through Friday between 8:00 AM and 5:00 PM.

Date

Time

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Answers to Your Most Important Questions About the Accelerated Retirement Plan

Who is the Accelerated Retirement Plan for?

ARP is designed for individuals and families with $2M+ in retirement savings looking to protect their wealth and avoid unnecessary taxes.

How does the ARP eliminate taxes?

ARP is structured to allow tax-free growth and withdrawals, with no penalties for converting from traditional retirement accounts.

Does the ARP protect my savings from market fluctuations?

Yes, the ARP guarantees protection from market losses, ensuring your savings remain secure even during market downturns.

What happens after I fill out the qualification questionnaire?

Once you complete the questionnaire, we’ll review your responses to determine if you qualify for the Accelerated Retirement Plan. If you do, you’ll have the opportunity to schedule a consultation with one of our tax attorneys to discuss your personalized retirement strategy.