Licensed Financial Strategists specializing in Tax-Free & Risk-Free Retirement Strategies and Estate Planning. We help our clients create wealth and keep it.
Click the Book Now button for a Free Zoom Consultation
08/11/2025
Retirement should be a time of freedom and security—not financial uncertainty. Our Strategic Retirement Assessment helps you protect your hard-earned money, optimize your plan for Growth, and ensure Guaranteed Lifetime Income. Setting you up for long-term success. Schedule your Free Strategic Retirement Assessment here -->> www.SpeakWithAlan.com
07/29/2025
ATTENTION: Are you stuck with an underperforming 401k or IRA?
Join us for a Free Dine & Learn Thursday 7/31 @ 6:30pm in Chula Vista CA and learn how to optimize your plan for Maximum Growth and Risk Elimination! RSVP for details!
07/29/2025
ATTENTION: Are you stuck with an underperforming 401k or IRA?
Join us for a Free Dine & Learn Thursday 7/31 @ 6:30pm in Chula Vista CA and learn how to optimize your plan for Maximum Growth and Risk Elimination! RSVP for details!
07/27/2025
07/26/2025
07/25/2025
IS IT TIME TO "REFINANCE" YOUR 401K OR IRA?
07/25/2025
IS IT TIME TO REFINANCE YOUR 401K OR IRA?
Join us for a FREE Dine & Learn where you'll discover how to optimize and maximize your retirement accounts using powerful, little-known strategies:
✅ Grow your money without market risk!
✅ Eliminate future losses!
✅ Set up Guaranteed Lifetime Income!
✅ Access to Day 1 Bonuses!
If you're retired or are a pre-retiree and have a 401(k), IRA, or TSP — this is for you. The decisions you make today could determine whether your money lasts through retirement… or runs out too soon.
Click the link to reserve your seat! -> https://tinyurl.com/jta7t7rp
| Monday | 8am - 7pm |
| Tuesday | 8am - 7pm |
| Wednesday | 8am - 7pm |
| Thursday | 8am - 7pm |
| Friday | 8am - 7pm |
| Saturday | 10am - 5pm |