Retirement income planning specialist offering a Second Opinion Service – money back guarantee**

 ….a message from Richard Loek (Retirement Income Planning Specialist):

We represent a select group of families, for whom we can have a major beneficial impact.  We enter into only a handful of new relationships per year, most via personal introductions from our existing clients and associates.  I are offering you a service that we provide to the people our best clients care most about.  In my career as a Retirement Income Planning Specialist, I have never seen so much money in motion; so many people wanting someone to “check under the hood” to make sure they are on the right path. People are very unsure of what to do now.

Five key elements, stewardship and results
A track record worthy of being proud of.
Before we go any further there is likely a nagging question, “How much will this cost me?”  In our experience this is the most asked question.First of all – what is the value of peace of mind?  That is after all what we are making available to you – knowing you are good where you are or that with some changes you will be left with peace of mind.Our pricing is competitive and reassures people that they are on the right path. A comprehensive analysis that includes suggestions on where or how you might improve is only $595. These reports often reveal information you were not aware of. We have various other analysis and reports that we provide.BONUS: We will include a beneficiary review!

DOUBLE BONUS: You’ll receive a copy of “Retirement Decisions Guidebook” by Ed Slott.

TRIPLE BONUS: We will provide a comprehensive Social Security Maximization report.

Retirement Decisions Guide by Ed Slott
Retirement Decisions Guide
What will I get for my MONEY?
How about financial freedom & peace of MIND!

What's your probability (21%)
What’s your current portfolios probability?
For example, if you have only a 21% probability (sample report) of achieving your goals, would that be important to know?

What's your benchmark probability (84%)
What will your benchmark portfolio reveal?
If we could improve your probability even a little or even all of the way to 84% probability (read sample report) – would that be useful?

Retirement Income Planning Specialist

We use our skills as a retirement income planning specialist to help the people make informed decisions. Primarily we offer our second-opinion service.  We’ll take you through our exclusive Five Key Element Process℠. Our Five Key Element Process is, by design, compassionate and respectful. Our process also fulfills on our promise to deliver, Trust, Respect, Understanding and Love.  We’ll help expose and examine gaps that need to be filled.  My mother worked in the health services field and told me, “…a second opinion simply makes sense…”


  1. We find out that you are in good shape and advise you to stay where you are, or,
  2. We find out that you could better your situation. If we are not a fit for your particular situation, we’ll be happy to point you in the right direction to a financial adviser who can work with you more effectively, or,
  3. We find gaps in your current plan and feel we could provide a significant advantage in helping you reach your goals.  We would then explore with you the idea of working together.

With nothing to lose and so much to gain – call us 408-459-8383 or fill the interest form below.

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** Money back guarantee.  Pretty simple.  If we fail to find an issue that you were not aware of we will refund 100% of the fee you pay us to perform the 2nd opinion.  When have you had a second opinion with this guarantee?

** Money Back Guarantee available for families with investable assets of $250,000 or more.

Would you like more information? We have our five key elements that is at the core of who we are.

Secondly, Ed Slott, CPA, is who the Wall Street Journal calls when they have questions regarding retirement. I’ve been trained by Ed Slott and have been actively training with Ed Slott and our entire team since 2007.

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