In early March Dan and Mark had a great time being interviewed by James Malinchak of ABC's Secret Millionaire program. Both Dan and Mark were being interviewed to discuss their new process,The Protected Retirement ProcessTM Method and their upcoming book entitled “Retire Abundantly”.
Pre- and post-retirees, as well as business owners, come to Dan and Mark desiring peace of mind.
They want to understand how they can pay less in taxes, create the lifestyle they desire and eventually leave a legacy to their children and family members with zero taxes going to the IRS.
“We find people need help thinking about their money”. . . They often do not know how to in the context of a long-term financial plan, as there are so many variables to consider. Dan and Mark have constructed a 4-step transformative process that creates a blueprint to help you understand what the future will look like as it pertains to your estate plan, taxes, investments, retirement income and protection needs.
By going through The Protected Retirement ProcessTM Method, Mark and Dan will help you navigate the knowledge blind spots and undesirable side effects that can occur with lack of proper planning.