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This is what our clients say: 

CEO Mark

When I reached retirement I was concerned just like any retiree  about running out of money.  But Amanda showed me a way to Maximize my income and to never run out of money.  She showed me how to Maximize my Social Security and how to avoid the IRMA part B increase for high earners.  I recommend Amanda to all my friends and family.   

Doctor Carol

"I am so glad I met Amanda, I was putting most of my money in my 401K and after she educated me about all the Fees and the rising Taxes.  I am so glad I started a Tax Free Retirement that consistently keeps growing.   

Business Owner Charlette  

I lost a lot of money in the 2008 crash and I afraid to reinvest again.  Luckily I was young and I was able to start a Tax Free Retirement Plan with Living Benefits.   I started 2 in case I need to tape into one for a chronic illness, or Long Term Care, Terminal illness.  And if I do not use it for living benefits, I can always use it as a Tax Free Retirement.   I thank God Amanda educated me about all my options.