Contact us today to schedule your complimentary consultation, the first step towards receiving your SRP Gift Box. Call 660-438-6056 or email us at mkerby@gradientadvisors.com to schedule now!
- The Secure Act went into effect January 2020. Let us show you options on how to possibly maximize the legacy you leave your family.
- Do you know that you do not have to take your Required Minimum Distribution until age 72?
- Do you know how to create a lifetime income in retirement?
- Do you know how to maximize your Social Security Income?
- Is your estate set up to bypass probate?
- Do you have all the necessary paperwork in order should you become ill and need help?
My name is Mike Kerby, owner of Secure Retirement Planners. I can help answer these questions and more through my two-appointment process to show you ways to have a well-rounded retirement plan. I am offering a complimentary Gift Box for meeting with me and going through this two-appointment process.
At the first meeting, we will get to know each other and discuss your financial goals and current situation. Together, we will then determine what information I will need to provide a plan that addresses your unique needs. At the conclusion of our second meeting, you will receive your personal retirement or estate plan as well as the Gift Box (retail value $97) at no charge.
Call me at 660-438-6056 to schedule your complimentary consultation, the first step toward receiving your gift. We provide over-the-phone meeting, Zoom or face-to-face meetings.
Our Complimentary Gift Box content rotates between the seasons and may include:
- Wagyu Summer Sausage
- Wagyu Beef Sticks
- Buck Mountain Gourmet Dip Mix
- Solid Oak Cutting Board
- Jeremy Blend Patio Jam (Salsa)
We encourage you to watch the videos on our website – www.fedretirement.education These videos cover some important topics that apply to everyone who is trying to create a retirement plan. Some of these topics may be covered in our first appointment. Please watch these videos and learn how each family’s situation is unique. We can potentially design a custom plan that is created just for you and your family.
Michael Kerby offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Secure Retirement Planners, Inc. is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Michael Kerby and Tabetha Akeyo, independent agents. Secure Retirement Planners, Inc. Tabetha Akeyo, Michael Kerby and Gradient Advisors, LLC. are not affiliated or endorsed by the Social Security Administration or any government agency.