We'll Help You Make it Happen

All on Automatic - the Best Life Possible!

You've been through Wine Wealth & Travel University and you want the best life possible - ALL DONE FOR YOU!

Are you facing one of these important life moments?

  • Within 10 years of Retirement
  • Going through a career transition - career move, job change or job elimination
  • Recently retired

If you're going though one of these incredibly important phases of your life and are between 45 to 62 then you really don't have a lot of time to waste.

Further, messing up your future with re-educating yourself to try to do it right may be the worst mistake you could make with the limited amount of time you have between here to retirement.

How do I know?

Simple - actually, very simple....

Long before I created an awesome wine and travel club I was, and still am, a specialist financial advisor and the people I spoke to, thousands of them, we're going through a career change just like you might be going through now or could soon experience.

Let's face facts, Covid changed EVERYTHING!

First companies downsized. They threw out everything but the kitchen sink.

Before that they threw out millions of hard working, highly dedicated employees.

Cost savings analysis, debt modification, lightening the load - whatever. All that really matters is millions of Americans lost jobs. Maybe you're one of them. And, even if you're not I guarantee you were damn scared you might have been.

From 2006 through 2018 we spoke to thousands of employees displaced from Fortune 1000 companies which went through the Financial Crises. Then it was Obama. Then it was Trump.

Everyone wondered exactly what they should do now in order to secure thier financial future.

Each person we spoke with and many whom are clients now had one question in mind:

Where do I go from here?

Fortunately, with over 30 years experience in the financial industry and specifically more than a decade charting out a course for people just like you, we have the exact experience to help you get from where you are now to where you truly want to be.

The first question you need to answer is - what kind of transition are you going though:

  • Pre-retirement within 10 years?
  • Retiring soon, like next week?
  • Recently retired?

If you are in one of these categories than more than 20 years experience specifically dedicated to this field tells me you really don't have any time to waste.

If you're within 10 years of retirement then there is specific planning that you must do now. There is an important "decade of differential" which make a major difference in the life you will have in retirement. Get it right - you could lead a fabulous life. Get it wrong and retirement might not even happen.

If you're at the doorstep of retirement, hopefully you've gotten some truly good advice and are prepared for exactly what you need to do to retire in style. Hopefully you've looked over or heard many of the Wine, Wealth & Travel University podcasts or video's. If so, if you, or if you and your advisor have tackled all of the ideas perfectly than you might just be set up for a terrific retirement.

But, if you've looked them all over (you have looked them all over, right) and you feel like you're missing something. then maybe, just maybe you'd better get a second opinion - if not from us then from one of the many advisors we know. (We know we're not for everyone).

If you've recently retired and are looking forward to the good life - fantastic. Hopefully all of your homework and prep was spot on.

  • You know that your 401k or 403b was rolled over correctly.
  • You know that you maximized your pension (if you were lucky enough to have one)
  • You've had a thorough Social Security timing analysis performed which maximizes the amount you should get from Social Security and is fully integrated with your other retirement funding sources, such as your 401k, 403b, Options plan, pension, deferred compensation or a myriad of other savings and funding sources.
  • You know exactly when to apply for Medicare and what to saty and do in order to avoid a lifetime of penalties. This is one 87% of "advisors" miss.
  • You've coordinated all of your taxable, tax free and tax deferred accounts into the lifetime plans which will help you build wealth peacefully, without the IRS coming to knock on your door.
  • You have your accounting and tax planning on automatic so you can guard yourself from the biggest destroyer of wealth on the planet - Uncle Sugar.

As a side note, I've met a relatively small number of people whom are thrilled to pay more then "their fair share" of taxes and feel "it's patriotic". If you are one of these people we are probably not the place for you. Further, The IRS says it's a penalty to pay too much in taxes and will gladly fine you, in an audit, if they find you over paid. Let's not even get started on what happens if you under pay.

I could go on, and on, and on - but I think you get the point.

Unless you're one of those beety eyed accountants or engineers whom goes over every detail, every number, every algorithm, every hypothesis seventeen times - and then repeats yourself again and again (we have those people on payroll) then you may have missed something that could be detrimental to the next 10, 20 or even 30 years or more of your life.

Truth is - it takes more than just a few video's, podcasts and blogs to do it right.

If there's one thing I love more than wine and travel (and my family and God), then it's helping people enjoy the peace that comes with being on the right financial track.

Throw in unquestioningly, super happy exhilarating wine and travel connoisseurs and I promise you have found a home like none other on the planet!

I Guarantee it - You found the Home You've been wanting probably all your life. Or at least since you first found out about the joy of wine and started taking amazing journeys.

A life that only a few select people will ever know.

We know how to set up the kind of life you really want to enjoy, the future

First of all, we have been helping people retire from fortune 1000 companies for more than 20 years. Most of the members of our club and clients of our related companies met us through a career workshop called Career Financial Transitions, you can find out more about it here.

Most all of them are managers, graphic designers, human resource managers, graphic designers, department leaders and have been respected employees of the some of the most fabulous companies in America.

Creating a Life By Design is something you should really do....

If you want to retire with no worries about your future.

If you love wine and travel and want to join an online, and soon back to in person community that lives the way you want to.

If you want more than just a robo experience - more like an online advisor with like minded client members

If you want to know you're being taken care of by knowledgeable professionals with more than 30 years in finance, more than 25 years in investing and planning and 10 years serving others whom love wine and travel.

If you want a custom plan deigned to meet the rigorous needs of the true wine and travel lifestyle - which no body else on the planet specializes in

If you want to work with a firm whom has spent more than a decade helping people transcend their career to a life in retirement and happiness.

Then we invite you to learn more!

But Be Warned - We're Not for Everybody.

It's not just here ye, here ye. All that apply can join as insiders to the Preferred and Private Reserve.

Sorry, we tried that and there are some strange people out here in internet land.

We want to be absolutely, 100%, no questions asked, targeted and dedicated to making sure we serve the right folks.

More importantly, we want to protect and serve the members and clients that we work with now.

Unfortunately, or fortunately, you must go through an application process where we decide on new members.

However, after you're in, we'll unlock the doors to the entire blueprint to the fabulous wine and travel lifestyle you've always wanted.

You'll be 100% on track for a bright financial future filled with others whom appreciate life the way you do.

Don't get me wrong, we're not wine snobs, that doesn't work here either. We are fun loving, happy members and we want you to enjoy the best life has to offer based on your specific journey.

Get your Wine and Travel Financial Blueprint today and find out how you can qualify to have the best life possible.

Time is Limited! This offer will not be available forever.

Get your Blueprint now!

Get Your Wine & Travel Financial Blueprint Here

Take Your Life To The Next Level.

Your Wine and Travel Financial Brluprint is the first step toward creating the Best Wine and Travel Life - a lifestyle for Retirement which s truly second to none!

              Get Your Blueprint Here Today