Black Swan

This book discusses general concepts for retirement planning, and is not intended to provide tax or legal advice. Individuals are urged to consult with their tax and legal professionals regarding these issues. It is important to know a) that annuities and some of their features have costs associated with them; b) that annuities used to fund IRAs do not afford any additional measure of tax deferral for the IRA owner; c) that income received from annuities and securities may be taxable; and d) that securities’ past performance does not influence or predict future results.

Request Copy

Peace at the Peak

Your income, your plans for retirement, your future healthcare expenses, and the continued accumulation of your assets after you stop working and drawing a paycheck all rely on one thing: You and YOUR PLAN.

Request Copy

The Power of Retirement Planning

“Please, call me Rami. We’ll have a meeting, not an appointment. We’ll sit down for coffee, or maybe a light lunch. You can tell me about your grandson and how he plays softball and I’ll tell you about my wife and how I forgot our anniversary. You’ll give me some incredible advice so I look like a hero to my wife and protect my marriage and I’ll give you advice about wealth management, legacy planning and nest egg protection. What I do here is more than build sound foundations for retirement. I build relationships.”

Request Copy