Special Reports

Special Reports Written By Keith Springer

Is Your Financial Advisor a Fiduciary?

September 2016 – Having a fiduciary duty requires an investment advisor, by law, to act in the best interest of their clients, always putting clients’ interests ahead of their own.

In this brief special report you’ll learn more about what a fiduciary is, why it’s important, and how to know if your advisor is one.

The 3 Styles of Money Management – Which is Right for You?

July 2017 – The financial planning process can be confusing and difficult, especially in retirement or as you are getting close. Your days as a gunslinger investor are over, or at least they should be. At this point you need the proper investment platform that matches the retirement master plan you have created for you and your family.

Graduate To A Qualified Retirement Advisor – Fortune Magazine

November 2015 – This report was picked up by Fortune Magainze and can also be viewed on their website.

5 Critical Strategies For A Stress-Free & Successful Retirement (As Seen on FOX Business)

July 19, 2013 -This report was picked up by FOX News and can also be viewed on their website with the LIVE interview. Keith warns that most financial advisors are failing to address these 5 key areas.

Better Your Retirement with a 401(k) In-Service Rollover.

October 2016 – Jack and Denise, now 60 and 62, don’t plan to retire from their jobs at PG&E and AT&T respectively, for another 3-5 years. Yet, we were able to help both of them roll nearly $1 million each into their IRA’s (individual retirement account) using a little-known strategy, called the “In-service Rollover”.

How to Win the Three Stages of Retirement

September 2016 – Winning the retirement game – or not running out of money during your golden years – is what most people spend their lives working toward. The best starting point is to understand the three distinct phases of retirement. To begin, contemplate how your life has changed since money became important to you.



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