The Toolbox

Resources & tools to help you prepare for client meetings and conversations.

🧮 Retirement Needs Calculator

Help estimate how much income your client will need. 👉 Calculate Now

📘 A Roth IRA Alternative

Your go-to solution for tax-free income when Roth contributions or conversions aren't an option. 👉 Review Strategy

✅ Tax Diversification Case Study

See how this overlooked strategy supports retirement income and protects client lifestyles. 👉 Review Case Study

📊 CE Opportunities Here

CE credits available through Nationwide found here. 👉 Get Your CE Here

📅 "What If" Case Study

See how delaying a life insurance purchase can increase costs and reduce long-term benefits. 👉 Review Strategy

🧰 Your Retirement Plan Or A Tax Bill: Which will Your Children Inherit?

Will your heirs receive your retirement plan or the tax bill that comes with it? 👉 Review Resource