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Retire Comfortably on $500K. See How Below.
(bestselling author of "How to Retire Early").

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Our advisors help you retire comfortably by focusing on superior monthly income strategies like covered calls

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Why Covered Calls?

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* Patent Pending Strategies

How can our advisors help you retire early?

  • Our income strategies go beyond the 60-40% (stock to bond) portfolio - to help you generate higher monthly income with lower risk.
  • Our advisors are “fiduciary” – so they act in your best interests.
  • We do better when you do better (pay for performance)
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HOW IT WORKS

Introductory Call

Get started by contacting us below. Completely free - no pressure. Our goal is to inform and educate.

Free Session to Get to Know you

We will get to know you and take time to understand your goals. We educate you on available retirement income strategies and pros/cons of each.

Comprehensive plan

If you choose to work with us, we will create a comprehensive plan to help you meet and exceed your retirement goals. Get a copy of our bestseller "How to Retire Early" free either way.

Here’s what’s possible when investing for high monthly income

8%

Annual Returns

Generate monthly income on your savings using covered calls.

+ Growth

Tracks SP500 index

Live off the monthly income plus get growth on top - so you never have to touch the principal.

+ Low Risk + Low Fees

Beta = 0.6 (Lower risk than Sp500)

Lower risk than the Sp500 index (Beta = 1.0) plus low fees of only 0.36 bps

Connect with our Advisors

An introductory call is the first step to securing your future financial wellbeing. How can we reach you to coordinate this conversation?

  • Secure. Free. No obligation
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How to retire early

#1 Bestseller on AMAZON Kindle & APple Books

Generating safe retirement income on your savings is difficult. Dividend investing is risky, annuities charge high fees, bonds pay little.
A strategy gaining popularity is “covered calls”. In simple terms “covered calls” are options to generate income. They used to be complex to understand; but with NEW investments on the market - it is now as easy as buying a stock. With covered calls you can generate high retirement income, with low risk.

What You Will Learn
1. Why covered calls are rapidly growing in popularity as a retirement income strategy.
2. The 3 best covered calls to retire on.
3. A NEW (SIMPLE) set-it-and-forget-it covered call investment that provides high monthly income + downside protection + growth + low fees; perfect for retirees and early-retirees with low savings.

Buy on Amazon
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  • Follow our trades for high monthly income + low risk + low fees + growth
  • Bestselling author of "How to Retire Early" and financial veteran.
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