Our Qualifications


 1) Educate the Client

 2) Minimize Risk

 3) Conservative Lifetime Income Stream


You may be an expert in your industry. We are experts in RETIREMENT PLANNING. Have an Independent Expert show you how to shelter your income using insurance strategies that conform to IRS regulations.

IRS code is constantly changing, we offer many tax exempt and tax deferred insurance policies.

Our expert, Robert Grant, is 67 years old and has dedicated the past 10 years to educating Senior Citizens about Retirement Planning and Risk Management. Robert has more than 35 combined years experience in both the Financial and Pharmeceutical Industries. His previous employers and clients include: Credit Suisse, Royal Bank of Canada, Donaldson Lufkin Jenrette, Manufacturers Hanover Trust, Fidelity Union Bank, Schering Plough, Bristol Meyers Squibb, Hoffman La Roche, National Prescription Administrators, Peat Marwick Mitchell, Main Hurdman and Weichert Realtors.

Consider having a Retirement Expert prepare a comprehensive analysis of your retirement needs. We are dedicated to developing long lasting relationships with all of our clients. We believe in helping you achieve your retirement goals.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of insurance policies. The personalized insurance plan that we provide is your roadmap toward a more secure retirement future.

Our Website contains a wealth of information that is located in the Resources Menu. We  recommend you watch our Videos and view the FLIPbooks . Topics include: Retirement Income, Wealth Preservation, Tax Planning, Estate Planning, Risk Management and Planning Calculators. 

For more information click here Resources .|. Videos .|.  FLIPbooks .|. SiteMap .|