OUR TIME-TESTED RETIREMENT PLANNING PROCESS

Our proprietary Master Wealth Advantage process guides people to customize retirement plans and take control of their financial future.

To create an income plan to help ensure you and your family will receive guaranteed increasing income during your entire retirement.

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To eliminate unnecessary risk from your portfolio while helping to ensure you still have enough growth to cover your expenses in retirement.

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To help ensure you reduce your income tax liability in retirement and to help create tax-free income for you whenever possible.

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To anticipate one of the greatest potential financial risks in retirement and offset it with smart healthcare options for you and your family.

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To help ensure your loved ones and other beneficiaries receive everything you intend through a smart, smooth transition from you.

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OUR PHILOSOPHY


We believe that every investment decision should be made based upon how well it will serve to generate increasing retirement income. We do not need a big pile of money to live a wealthy retirement. We need a steady source of income that will last as long as we do. For money that is not used to generate this income, we follow an active approach to portfolio management designed to protect principal first and create growth second.

WHO WE PROUDLY SERVE


We have never set a bar to measure wealth in deciding who we will serve. If you need financial advice, we will gladly meet with you to do all possible to determine the best path forward for you. Whether you are younger or older in your time of life, our mission remains the same. We will always strive to provide solutions that serve your best interests. You know your needs better than anyone. We develop a logical, orchestrated plan to meet those needs.

Receive A Complimentary Copy of Our Book Income Allocation, Enhance Your Retirement Security when you sign-up for a NO OBLIGATION Consultation.


Fill out the form below and we will be in touch shortly to schedule an appointment at your convenience.

ARE YOUR INVESTMENTS WORKING FOR YOU?

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PROUD MEMBERS OF:

Round Rock Office


3001 Joe DiMaggio Blvd,
Suite 500
Round Rock, TX 78665
Phone: (512) 844-8200

Austin Office


1250 South Capital of Texas Hwy,
Building III, Suite 400
Austin, TX 78746
Phone: (512) 844-8200