Protect Your Retirement With Our Complimentary Retirement Planning Guides
...Or Get Sick Along The Way
is more than a financial guide; it's a companion for life's unexpected twists, providing solace, wisdom, and actionable steps to ensure that, no matter what life throws your way, your financial foundation remains unshaken. Take control of your financial destiny and embark on a journey of preparedness, resilience, and peace of mind.
Dema: A New Hope
Dema: A New Hope, challenges the assumption that Israeli Arab Muslims all think alike. They do not. Nor does global jihad have to be inevitable, although thinking that Muslims are the same brings conflict nearer.
The Long Green Tunnel
A young man flew from Philadelphia to Maine to follow his dream. This is not his story. Instead, it is the story of another young man in search of a dream, any dream. Through the mud, the mosquitoes, and the moose-moo, he found the path that would take him from where he began to where he had to go – and that made all the difference.
The Glorious Quest
The Glorious Quest is the second book in the Notes from the Trail series. It is a gripping story of a solitary young man, told with suspense and style, glistening with warmth and humor, as he doggedly searches for adventure and tries whatever it takes to put his life on the true path, even if it means risking that same life.
5 Essential Strategies to Help Ensure Financial Success in Retirement
Feeling insecure about how you will draw down your assets in retirement and make sure it lasts a lifetime? Download our guide to learn about the top five ways you can take action to tame your concerns, assess your situation and begin a comprehensive planning process.
Understanding RMD Options: The Key to More Money, Less Stress in Retirement
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Understanding Sequence of Returns Risk to Avoid Common Retirement Pitfalls
When it comes to retirement, getting the “timing” right can greatly impact the amount of money you have in retirement and how long it lasts. Sequence of Returns risk happens when there is a market downturn early in retirement, making it difficult to recover the losses. Read on for strategies to mitigate risk and hopefully avoid losses from market decline.
Schedule Your Consultation
Interested in learning more about how I may be able help you? Contact me to schedule a complimentary, no-obligation consultation.
Fields marked with an * are required.
Contact Us
Securities & Advisory Services offered through CreativeOne Securities, LLC, member
FINRA/SIPC
and an Investment Advisor. KeyAMS and CreativeOne Securities, LLC are separate entities.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
*David Barol/Key AMS does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
