Co-written by other leading professionals from around the world!
Momma’s Secret Recipe will change the way you view your money forever. It reveals the key to creating a successful retirement plan, which may seem just as elusive and mysterious as that favorite recipe Momma used to make!
The team of national financial experts who wrote this book collectively have over 425 years of experience helping people just like you plan for a successful retirement focusing their efforts on one single goal: helping the clients they meet with have a safe, secure, worry-free, and very enjoyable retirement.
We spend every day working with retired people and those nearing retirement, collectively called “retirees”, helping them make the best decisions about their money to have a successful retirement. Now retired, or soon to face retirement, you have a completely different financial picture and view of your money than you did 20 years ago.
Avoid large losses – use the “5% to 10% Rule.”
Significantly reduce volatility.
Earn a reasonable rate of return.
Generate “certain income” from your assets that is guaranteed to last for as long as you live, not “maybe income” that could end at any time.
Have a written retirement income plan.
Download exclusive chapters of Dan & Jim’s latest book, which includes 50 pages of powerful financial knowledge that you can not afford to miss. Momma’s Secret Recipe reveals the key to creating a successful retirement plan, which may seem just as elusive and mysterious as that favorite recipe Momma used to make! By reading this exclusive pre-release, you’ll learn how important it is to:
And much MUCH MORE!
Reading these chapters will change the way you view your money forever. You will learn how to handle risk, taxes, income, and planning, now that you are retired. A successful retirement plan must guarantee you will not run out of money for as long as you live and avoid all large stock market losses, read the chapters and you’ll learn how to do both of these things.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you.
DISCLOSURE: All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the material in this presentation is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply.
Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company.
Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm, we are paid an advisory fee, and if you purchase an annuity from our firm, we are paid commissions from an insurance company.
Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14103, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents.
Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913
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