1-on-1 Planning Sessions to make a financial plan for retirement and annual reviews to stay on course

Schedule a Call

A Secure Retirement

Starts with Smart Planning

Step-by-Step Guidance

a Secure Retirement

to Help You Plan

Six Mistakes that Sink Retirements

They are all avoidable.

1

Carry too much debt into retirement

2

Rely on income sources that aren’t dependable

3

Fail to plan for or guard against unexpected expenses

4

Be too risky or too conservative with your investments

5

Underestimate your taxes in retirement

6

Neglect to regularly review and make adjustments

Any one of these can lead to lifestyle reductions or uncomfortable compromises later in retirement. I don't want that for you. I will guide you through creating and implementing a secure financial plan for your retirement.

Schedule a Call

MEET YOUR RETIREMENT GUIDE

Hi There! I'm Levi.

I’m a veteran who built a passion for educating and guiding people into how to protect their retirement assets.

I do this by removing the key risks they will face in retirement. So, they can eliminate the stress uncertainty causes thinking about retirement and get complete confidence in their retirement.

Through my signature analysis and framework, I have helped people secure their retirement, protect their assets, and remove all the risks that tends to erode retirement assets.

Retirement shouldn’t be stressful right? But let’s be real, thinking about it is.

Especially when you’re sitting there, dreaming of what life could be like in retirement if you can protect your retirement assets from potentially losses and avoid all future risks and truly enjoy the fruits of your labor.

But you are so close to your realization.

How do I know? It’s simple! I’ve been right there where you are today.

Schedule a Call

Based in Raleigh, NC

Works Remotely with

Clients Across

What's It Like Working With Me?

1

I Listen to You

Schedule a call. I'm going to listen to you and find out what's most import to you.

2

Customized Solution

I'm going to develop a customized plan that aligns with your goals and upgrades your retirement.

3

Get the Problem Solved

I'm going to get to work helping you install each upgrade so can enjoy a comfortable retirement.

Schedule a Call

Kind Words From My Clients

Schedule a Call

Frequently asked questions

Answers

General

No. I am an independent insurance agent that specialized in addressing and solving the major pitfalls and future unknowns that traditional retirement plans avoid, ignore, or fail to solve. I do this by using specially designed life insurance and limited access annuities to achieve the outcomes that address and overcome these common retirement planning gaps.

As such, not $1 of your current or future assets will ever be asked to be sent to me or Master Retirement Builder, held by me or Master Retirement Builder, or invested by me or anyone else representing Master Retirement Builder.

Conditional Guarantee 1: 100% refund no questions asked, if you changed your mind and do not wish to continue working with me prior to entering Step 2 - where I get to work designing your customized plan to implement your selected upgrade/s.

Conditional Guarantee 2: 100% refund or 100% credit towards another upgrade (your choice)...if we discover in Step 2 that your current plan already has you in a better financial position and implementing the upgrade is not a smart financial move.

All Sales are Final When: I am not able to provide a refund on a purchase that does not meet the first 2 criteria. The value I provide is in the custom designed solution delivered to you in Step 2 and includes the strategy, your customized design, and the exact steps to implement it to improve your retirement. Once presented to you, all sales are final.

I only offer Zoom video conferencing and phone call to facilitate client meetings.

I currently do not provide in-person meetings. I understand that some people may only want to work with an advisor they meet in-person. If this is you, I am sorry that I am not able accommodate you.

I made the decision to work remotely in 2018 for two reason. 1) I am able to help more people across the country and provide an overall more convenient experience. 2) So many of my clients have or will be moving in the future and I am able to provide the same ongoing support and service regardless of which state they move to.

I do make exceptions, especially if the complexity of the solution requires in-person meetings (such as the formation of 625 Trusts and Charitable Foundations for high level tax moves).

I also do quite a bit of personal travel and make an attempt to meet face-to-face with as many of my clients as I can during my travels.