resources - recommended reading

“Greg, Nathan, and Carter, – each of you have become the kind of friend every person hopes for, but few actually experience. Please know that without your friendship, encouragement, and direction, my journey would have likely ended a long time ago. I am forever in your debt.”
– Patrick Kelly, Retirement Miracle, Acknowledgments

a story about tom

Listen to Patrick Kelly read the entire chapter, “A Story About Tom,” which describes how Tom exposed his nest egg to the volatility of the market and lost most of his retirement savings. Afterwards, call my office to receive your copy of The Retirement Miracle and learn how your retirement can be different from Tom’s.

Featured Contributor to Fox Business

A Taxing Choice: How to Save for Retirement

It’s been said the only certainties in life are death and taxes, to which Will Rogers famously quipped, “death doesn’t get worse every time Congress meets.”


Why You Should Purchase an Equity Indexed Annuity

Sometimes, people can be so afraid of being sold something that they strangle their own deductive reasoning. I had a meeting with a handful of our affiliated agents last week.