• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Connect with us Phone: 800.889.3017 / info@EliteFinancialAssociates.com / Visit Us!

    Get a Complimentary Copy

    Enter your information and get your complimentary copy!

    About the Book

    This book is for those who realize they have worked their entire lives for what they currently hold as assets, and the imminent “finish line” is quickly approaching. While some people avoid looking too closely at life from a retirement planning perspective, seeking knowledge and expertise is paramount to the financial health and well-being of one’s retirement. With this book, Alan stands out to suggest some new concepts that are often missed by traditional financial professionals. Step out of the box and let him grab your eyes, ears and thoughts for a few moments. With a focus on retirement planning, Alan highlights the different elements of risk that insurance and the stock market carry as vehicles for your assets. Both systems have places they fit best in a plan, and you as an individual and a consumer should know your options.

    View on Amazon

    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
    » Our Services
    » Stay abreast of the stories and headlines that impact you. Check out the news about Elite Financial Associates and other topics of interest.
    » View our Library
    » We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events
    Securities offered through Alexander Capital L.P., Member FINRA/SIPC. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.