
Millions of people just like you are turning some of their retirement savings into a permanent income stream for life! Click the button to learn how.
step 1
Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.
Our process seeks to have all this be paid off in 7 years.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s where guaranteed lifetime income came help.
step 4
Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.
step 5
Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.
step 1
Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.
Our process seeks to have all this be paid off in 7 years.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s were guaranteed lifetime income came help.
step 4
Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.
step 5
Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.
Leave a Legacy For My Family In Case I
Die Too Soon.
Cover The Cost of Raising My Children In Case I
Die Too Soon.
Pay My Mortgage & Other Debts Off In Case I
Die Too Soon.
Act as Collateral For My SBA Loan in Case I
Die Too Soon.
(This includes savings, 401(k), 403(b), TSP, Brokerage, CD's, and other assets)
testimonials
testimonials
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Sam Rublin is a seasoned financial advisor with over 28 years of experience providing financial services in California at Guardian Financial. He specializes in retirement income and estate planning.
With a Bachelor of Science degree in financial management from the University of Paris III, Paris, France, Sam combines his extensive knowledge with a deep commitment to helping clients achieve their financial goals. His expertise includes comprehensive financial planning, investment management, and personalized financial strategies. Throughout his career, Sam has been dedicated to building long-term relationships with his clients, offering tailored service and innovative solutions to meet their unique needs.
His commitment to excellence and passion for empowering clients has made him a trusted partner in their financial journeys.
IF YOU’RE FEELING OVERWHELMED, DON’T WORRY:
You might have a LOT going on in your head right now. It’s OK to be overwhelmed. It’s OK to be unsure. But one thing is for certain: You have found the help you need to help you make the right financial decisions for your family.
Step 1 Click the Orange Button Below to schedule your private Zoom call with {agent first name}
Step 2 Choose the date and time that works best for your schedule
Step 3Put your credit card away. There is NO COST to this Zoom chat
By this time tomorrow, you could be on your way to putting these financial choices to bed…
Click The Button Below to Schedule a Consultation with us Today!
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You can have ALL FIVE strategies with ‘Reverse Retirement’!
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woman should have these answers when they need them”
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booklet in your inbox…