YOUR RETIREMENT PROFESSORS®
Scott Brooks & Gordon Haave
Drawing upon their combined experience of over 60 years in education, retirement planning, and investments, Scott Brooks and Gordon Haave are your source of information, your retirement professors. Throughout their careers they have learned four key principles that form the basis of their practice:
- Losses Hurt You More than Gains Help YouTM.
- If you are over 50 and have over $500,000 saved you might be effectively retired and not even realize it.
- WHEN and HOW you claim your Social Security benefits will likely be the most important decision you make.
- To secure the retirement you have worked long and hard for it is imperative that you have a written retirement financial plan. A written retirement financial plan will be your roadmap through the best stage of your life and will provide a guide your loved ones can follow should you become incapacitated.
We offer a Free Retirement Financial Planning Class locally at universities and colleges.
We also offer a free Tax Reduction Analysis. This includes a review of all your current retirement income sources and lets you know how you could potentially save on taxes through your retirement.
“Your Retirement Professor®” is used for marketing purposes only. The term should not be considered an accreditation and does not imply a heightened level of knowledge or expertise. Advisory services are offered by Financial & Tax Architects, LLC., a SEC registered investment advisor. Registration of an investment adviser does not imply any level of skill or training.
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