Especially important for those 48 to 63


The 6 Critical Steps You Must Take Now


No matter if your career transition is planned or unplanned, changing careers creates anxiety.

However, if your career financial transition is unplanned it's imperative you know the steps you must take now to turn anxiety into opportunity! 

Turn Anxiety into Opportunity

Are you concerned about your future? Worried about your monthly income and how you're going to be able to pay the bills or make ends meet? Does the Fear of losing your job keep you up at nights? Has the tension in your relationships increased?


It doesn't have to be that way!

Since 2006, for more than a decade, we have spoken to thousands of people going through exactly what you are going through right now. We have helped hundreds of private clients take the anxiety, fear and desperation that comes with a Career Transition and turn it into a well crafted, precisely designed and guided initiative to drive wealth and financial well being for themselves and their families.


Make absolutely sure you squeeze every penny you can out of the employer you are leaving and get everything that is due. At the same time make sure your plans are correctly aligned and your budget on track to get through this difficult time and turn it into the long term success that can lead you to the life that gives you the opportunity to live the way you really want, free of anxiety, stress and financial or personal challenges

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Severance



Negotiate with your Human Resources Representative with all the facts and create the best severance payout for you.

Assess Accounts



Assess retirement plans, investment plans, savings, loans, benefits and your entire financial picture to optimize it for growth and prosperity.


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Get Advice



Create and Career Financial Transition Strategy to maximize your position now, over the next six months and into the future.

Experts



Experience Counts! Benefit from experts with more than a decade of helping middle to upper level management and executives.

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Retire



Design 401ks, IRA's, Pensions, Social Security and other traditional and alternative income sources to create and fund Retirement - ASAP.


Maximize Time Value



Benefit from the resources we have created. From Executive Search, Risk Management, Structured Investments Strategic Planning and a lot more.

Get Your Free Resource

"The 6 Critical Steps You Must Take Now"


Turn Your Career Transition into Lasting Financial Success!

DOUGLAS REED, CRPC, AAMS


"After helping thousands of people going through the exact same thing, a career transition which created anxiety, desperation and fear regarding thier financial future and helping them turn their situation into hope, freedom, excitement and a vision for the future, I am super excited to be able to share this invaluable, timely information with you"!