How We Can Help

We specialize in helping investors reach financial freedom. Our unique and proven academic backed strategies will help optimize your retirement and savings goals while also reducing your taxes.

We will help you build income streams from your non-retirement and retirement accounts. Some types of the accounts we specialize in include:

  • Retirement Accounts, including Roth and IRA’s
  • Taxable Accounts, including Individual and Joint Accounts
  • Custodial Accounts

We also manage company accounts and can advise on you on how to rollover retirement accounts from previous employers. Some of the company retirement accounts include:

  • 401k and Roth 401k Accounts
  • SEP and SIMPLE Accounts
  • Retained Earnings

Retire At Any Age

In order to be in control of your retirement, the goal is to have enough money saved to replace your current paycheck. Our customized ‘Replacing Your W-2 Report’ outlines where you are in the process of being ready for retirement and also maps out a plan on how we can get you there. We can show you how to meet or exceed your monthly paycheck and retire at any age.

For more detailed information on our investment strategies and how to retire at any age, please email us to schedule a consultation. You can also download a free copy of any of our ebooks, including ‘Want to Retire at Any Age? Replace your W2 Income.’ Our other books include, ‘The Three Basic Rules to Investing,’ and ‘The 8 Steps to Successful Stress Free Investing.’ Hard copies are also available upon request.

We are here for the investor. Please let us know how we can help you.


Hire Robert for a Speaking Engagement

Robert Lettin is available to speak at large and small events for financial professionals and investors alike. To request Robert to speak at your eventĀ click here.