Retirement Planning
Tax-Free & Tax-Advantaged Strategies
Take control of your future! Landon will help you build a retirement plan that grows tax-free, protects your savings, and guarantees lifelong income no matter what the market does!
Personal Retirement Solutions
Roth IRA - Tax-free growth and tax-free withdrawals in retirement!
Indexed Universal Life (IUL) - Market-linked growth without the risk of loss, plus tax-free income and family protection!
401(k)/IRA Protection - Shield your savings from volatility and secure guaranteed income for life!
Retirement Rollovers - Move 401(k)s, IRAs, or other retirement accounts into safer, growth-protected accounts.
Fixed Indexed Annuities (FIA) - Capture market gains while locking in protection against downturns!
Rollovers & Funding Options
401(k), IRA, 403(b), 457(b), and TSB Plans - Move your retirement funds into safer, growth-protected accounts! Maintain tax deferral, and secure lifetime income.
Brokerage or Investment Accounts - Shift your after-tax investments from market risk to accounts with guaranteed growth and protection.
Inheritance or Settlement Proceeds - Turn lump-sum money into a stable, income-producing asset that’s protected from market volatility.
Business Owner Retirement Plans
Empower your business and team with customized retirement solutions!
401(k) - Establish employer sponsored retirement plans for your team!
Tax-Efficient Exit & Succession Planning - Protect your company’s value and personal wealth when it’s time to transition.
Executive Bonus & Key Employee Plans - Reward and retain top talent with smart, flexible benefit strategies.
Interested in Retirement Planning?
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