Your Retirement Strategist
⚠️ WARNING!
Your Retirement Plan May Be Incomplete
A large balance is impressive — but it won’t pay for your lifestyle. Income does.
You only get one shot at retirement — we help you get it right with plans built on cutting-edge research from Ernst & Young and The American College — not hype, hope, or opinions. Just the facts.
Want a Retirement Plan That Actually Works?
Start with the free KISS Plan Guide — built on research, not sales hype.
GET YOUR FREE KISS PLAN GUIDE TODAY
The KISS Plan Guide is a free, no-fluff resource to help you build a real-world retirement plan that delivers guaranteed income for life, protection, liquidity and control and ultimately funds your legacy. It shows you how to create clarity, reduce risk, and take control of your future with confidence.
Download it now — and discover the difference between just having a retirement account and having a real retirement plan.
The Real Risk: No Plan
Too many people approach retirement with a portfolio and a prayer.
No plan to turn that money into a paycheck for life.
No strategy to protect it from market losses.
No plan to leave a legacy.
That’s not a plan—it’s a gamble.
Introducing the KISS Retirement Plan™
Keep it Simple and Secure
We combine:
A Principal-Protected Asset
Market-Based Growth Investments
Guaranteed Lifetime Income
A Plan for Your Legacy
Benefits of the KISS Plan
Backed by independent research from Ernst & Young and The American College, the KISS Plan helps you:
- Simplify your retirement into an integrated plan for protection, income, growth, and legacy
- Reduce risk by combining market investments with guaranteed income sources
- Increase confidence with a clear, math-based strategy instead of guesswork
- Strategy inspired by published research from: Ernst & Young (2025), The American College, and leading retirement economists.
The Result: A Retirement Plan You Can Count On
We design retirement plans that deliver:
- Guaranteed income for life
- Growth potential
- Liquidity and flexibility when you need it most
- An optional legacy plan tailored to your goals
ABOUT MIKE SLOAN, CRPC
Mike is an Investment Advisor and Retirement Strategist with nearly 40 years of experience helping business owners and professionals protect, grow, and utilize their wealth tax-efficiently. He works with a team of specialists including a former tax attorney, CPAs, investment advisors, and business strategists. Working closely together, they empower you to achieve your most important financial goals.
Secure Your Retirement Today!
Don’t Leave Your Future to Chance
The KISS Retirement Plan™ simplifies your path to a worry-free retirement with guaranteed income, growth potential, and a legacy plan—all in one strategy.
GET YOUR FREE KISS PLAN GUIDE TODAY
The KISS Plan Guide is a free, no-fluff resource to help you build a real-world retirement plan that delivers guaranteed income for life, protection, liquidity and control and ultimately funds your legacy. It shows you how to create clarity, reduce risk, and take control of your future with confidence.
Download it now — and discover the difference between just having a retirement account and having a real retirement plan.
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