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Meet Your Presenter

Rick Williams 

Finance Executive with decades of experience in retirement planning

"We get up every morning to help families build protection, safety, and stability into their finances."

Let us help you integrate all the pieces of your financial portfolio into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning.

We work with strategic partners such as CPAs and estate planning attorneys to ensure that retirement is fully optimized and represents your family's values and objectives.

Legal Disclaimer: The information provided in the event titled "Safe Money Mindset: Senior Retirement Masterclass" is for informational purposes only and should not be considered as legal, financial, or professional advice. Participation in the webinar does not establish an attorney-client or professional-client relationship. The content presented may not be accurate, complete, or applicable to your specific circumstances. Laws and regulations related to estate planning may vary and change over time. It is crucial to consult with a qualified attorney or professional regarding your individual situation. Any reliance on the information provided is at your own risk, and we disclaim any liability for loss or damage resulting from its use. References or links to third-party resources do not imply endorsement, and we are not responsible for their content or availability. By participating in the webinar, you release us from any liability. This disclaimer is subject to change without notice, and your continued participation signifies acceptance of any revisions. If you do not agree with these terms, please refrain from participating.

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