YOUR FINANCIAL INDEPENDENCE BEGINS NOW -
Our primary goal is to preserve and grow your wealth
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THE MOST IMPORTANT INVESTMENT IS THE ONE YOU MAKE IN YOURSELF
Dollars & Sense for Everyday Life
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HOW WELL IS YOUR WEALTH WORKING FOR YOU?
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LET’S START PLANNING YOUR FINANCIAL FUTURE TODAY

What can you learn about annuities from CNN, FOX and NBC?

Some annuities offer ZERO market risk!

The Retirement Mindgame

Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? …

Before You Claim Social Security

Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long do you think you will live? If…

What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering yo…

Download our free Guide ”Understanding Social Security Benefits”

This Detailed eGuide explains how to apply, covers timing, health, you desire to work, and other factors that may influence your Social Security claim decision.

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What is Michael up to?

Learn about the latest news from the office of Michael Escobar.

Financial Planning: The Sequence of Returns

Why Having a Financial Professional Matters

Financial Planning: Guarding Against Identity Theft

Why Do People Put Off Saving for Retirement?