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    • Home
    • Partners
    • SERVICES
      • OVERVIEW
      • INDEXED STRATEGY
      • SAVING FOR YOUR FUTURE
    • Contact

  • Home
  • Partners
  • SERVICES
    • OVERVIEW
    • INDEXED STRATEGY
    • SAVING FOR YOUR FUTURE
  • Contact

Safe investments for retirement

SAVING FOR YOUR FUTURE

We specialize when it comes to serving people with their personal finance, retirement income streams and saving for their future & retirement while Eliminating Risk, Fees & Taxes, which we call the (ERFT Rule). We’re the best in our industry to help people create and implement a plan that gives them safe investments for retirement for immediate results and protection.


When it comes to investing in yourself and saving for your future or retirement, it’s important to know that simply following herd-like practices is NOT the answer to securing a strong financial foundation. Our strength and core focus is to bring the education and strategies that the top 1% have been utilizing for decades and bringing those same methods to the masses, even if you're investing after retirement. 


A properly structured Savings Strategy and plan for the future should include the following:


  • A Guarantee protecting your hard-earned money / principal from Risk & Volatility
  • Removal of advisor & management fees that erode your investment over time
    • Even a 1% fee attached to your retirement over time can erase up 10 years of retirement income from your hard-earned money
  • Tax-Free Growth & Access to your principal
  • A removal of penalties, restrictions and age limitations to access your money
  • Understanding your actual target age for retirement & financial goals so that a specific plan can be created and reversed engineered for you to actually achieve them
  • A plan on how to keep more money in your own pocket versus unnecessarily giving it away in taxes to Uncle Sam.
  • Living Benefits to “insure your money” during your prime or working years in the event that you’re unable to work due to a Chronic or Critical Illness, so that you never have to deplete your own funds or assets (ie: personal savings, home equity, emergency funds, etc.)


Schedule a brief Retirement Consultation to determine how we can best serve you, Contact Us Today.

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Matthew J. Ponder is an independent insurance producer that prides himself on providing innovative and creative strategies, with some of the largest, well-known, and reputable insurance companies in the industry. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investments advice. By contacting us, we offer education and information regarding insurance strategies that may provide tax advantages along with index annuity options.

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