Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • Income for Life Model - Consider the Income For Life Model (IFLM) as an investment strategy. Click the link for more information or contact me directly to learn more about the concept.
  • Social Security Wise - Make Social Security benefits part of your retirement plan by using the Social Security Wise (SSW) program. Click the link for more information or contact me directly to learn more about the concept.
  • Social Security Administration - This is your #1 source for Social Security: Create your account, check your Social Security statement, manage benefits, change your address, use their retirement estimators, and more!
  • Mutual of Omaha/United of Omaha - Use this link to view your policy information. To access your information, you must have an account already set up for online access. If you do not have an account, you may sign up with just your Policy/Coverage ID Number, Date of Birth, and the last four digits of your Social Security Number.
  • Brinker Capital
  • Morningstar Investment Services
  • Transamerica Funds
  • Voya Financial
Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.