Your Next Phase Is Drawing Near.

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We help good people make great decisions so they can enjoy amazing retirements.

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Retirement Clarity Review

The world’s awash with information, yet true insights are often hard to find. With our Retirement Clarity Review, we’ll help you know where you stand and guide you on how to reach your goals.

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Make the most of Social Security

Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle.

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We love celebrating you, your financial growth and our special partnership.

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We do our best work with:

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    Ages 55+

    Retirement investors age 55+ who are retired or close to it

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    $1+ Million

    Diligent savers with investments over
    $1 million (excluding real estate)

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    Coachable

    People who value well-informed help — because retirement is too important to do it yourself

Listen to Lee
Whenever You Please!

Clear up some of the biggest retirement misconceptions by checking out the “My Retirement Clarity with Lee Perkins” podcast.

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Attend a Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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Check back soon for more upcoming events!

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