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OUR PREFERRED PARTNERS
WE PARTNER WITH THE BEST COMPANIES
TO PROVIDE THE BEST SERVICE
OUR PARTNERS
We are thrilled to partner with some of the most trusted companies in the industry. You probably recognize most of them. We proudly work with these and other companies to customize the best fit and solutions for your individual needs. Our clients like getting the chance to work with top financial firms and we enjoy making those connections possible. Not only do these institutions offer our clients a chance to reach their full potential, but they also help us by providing the most current market trends, continuing education and support.
"Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You'll have the opportunity to meet one on one with our specialists."
-Your Retirement Timeline
" The Mission: The NSSA® Certificate Program is a nationally recognized standard of competent and ethical Social Security planning, education and training.
Professional advisors who earn the NSSA® Certificate benefit society by helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits"
-National Social Security Advisor Team
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