You can get started on your Phil Cannella Crash Proof™ Retirement right now by starting your no-obligation three-step educational process.

Step 1: Evaluation of your Financial Health

At your first appointment, you’ll meet with one of our licensed Retirement and IRA Educators who will accurately assess your financial health.  Are you losing money?  Do you need income tax relief?  Do you need cash flow?  At this appointment all of your questions will be answered, and we will explain our educational process in detail.  Be sure to bring your concerns, goals, and all of your financial statements so that we can perform an accurate assessment and tailor our process to your particular needs.  We also invite you to bring family members, your advisor, or anyone you trust to any session

Step 2: Examination & Education of your Financial Symptoms

At the second classroom session, we will continue your education, refine your goals and zero in on your specific concerns, and collect the necessary statements and documents.  We will then commit our non-commissioned, salaried Design Team, who will work in concert to review and analyze your full financial data as well as your retirement goals.  This will enable our team of professionals to assemble a personalized Crash Proof Retirement Guide™ (CPRG) for you.  Since the Design Team is salary based they have no conflict of interest when putting together your personalized retirement plan with only your best interests in mind.

Step 3: Personalized Financial Prescription

Your tailor-made financial retirement guide to remedy and address every one of the symptoms and goals that you outlined with implementation for you and your family, laid out in a clear, easy-to-understand graphical blueprint as well as in writing, with our CEO’s signature.  This personalized CPRG­™ gives a clearly defined strategy for guaranteed income, estate preservation for generations to come, IRA tax efficiency, and provides for long term care needs, addressing you concerns and goals and most importantly how you can achieve them.  It will chart your course for a Crash Proof Retirement™

Of course, the best way to get started with your Crash Proof™ Education is to attend a Crash Proof Retirement™ Educational Event.  You can sign up today by clicking here!