Promises and Performance: Our Real Case Study of a Happy Retirement

Here is the actual case study of a client couple that just completed their periodic review with us, updated to September 24, 2012.

Our process proves its worth!  Read about the dramatic way that we increased their  savings. Learn about how we have provided them with  an income for life, that is both indexed, and tax free.

Come out to our  "Workshop on Future Finances",  September 27 (this Thursday night)  at 6:45 PM,  at the Lamplighter Conference Center.  Free to attend, but you must register at 519.670.3177

Download UPDATED case-study-july-2012

Ted Wernham
Ted Wernham
Ranked # 1 in London by MDRT, the Premier Association of Financial Professionals. retirement income manager, Host Retirement Ready! Radio on AM1290 Ted Wernham