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Retired and taking too much risk to get the income you need?

Counting on growth from the stock market is not a solid plan. Prepared for a time when there is either no growth or worse.

Find a Better Way

Interest Rates

Today with interest rates at historical lows and more people retiring every day, the challenge is:

  • Will we outlive our money?
  • Can we retire at all?

We find that many people have been counting on the growth of the stock market to generate the income they need.

Double your income and don’t risk having to spend your principal

See what happens if you draw $50,000 a year off a $1-million portfolio starting
in the year 2000 until the market recovers in 2013


Testimonials on


Mana Holtz

Bob Cahners

Mana Holtz


Gary & Carolyn Greenfield

Roberta Patton

Joe Vergo

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Any Combination of the Strategies Below Will Get You There


Comprehensive & Selective Money Management

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In it for the long-term

Find Out More

The Power of

The "Double Income Portfolio

Discover The Power of Mapato

We’re here to help, Let us.

Talk to Us

Please feel free to contact us. We’re super happy to talk to you. Feel free to ask anything.