Congratulations on taking the next steps to insuring your Barefoot Retirement. Below you will find some excellent “Next Steps” information that is clearly laid out for you to learn more about this amazing plan. We believe in educating our clients and providing them with all of the information they need.

Your retirement is coming whether you are ready for it or not. We want to help you prepare for it so you will be able to live the barefoot retirement of your dreams.

Step 1

Finish looking over the website and learn more about this amazing plan. Do you need a safe harbor for your retirement to protect you from losing more money when the market crashes again?

Do you want to protect your retirement funds from being taxed to death in the future when tax rates go up? Do you need to play catch-up from the last market crashes? Our plan can help you out in all of these areas and many more.

Step 2

Take the easy 5 minute Barefoot Retirement CheckUP and learn what 98% of most Americans don’t know – Where do I stand in my retirement plan.


Step 3

After you submit your Barefoot Retirement CheckUP, go ahead and download the Free Barefoot Concept E-book. You will discover the concepts the elite have been using for over 150 years… that are now available to YOU.


Step 4

Once you understand the concept and decide it’s something you want to pursue or learn more about, give us a call or shoot us an email. We’re happy to answer any questions you have.

The barefoot Concept is all about empowering and educating you. When you have this knowledge, you will be able to take control of your Retirement.

Step 5

Let us know that you want to learn more and we will get you into our Barefoot Video Education Center. We have created a series of short videos that go into further detail about these retirement concepts.

The videos discuss the process, the products, the risks, leverage, tax advantages and more. You’ll find everything you need to make an educated and informed decision if the Barefoot Concept is a good fit for you.


Plus, we are always available to answer any questions you have or help in any way. We will help you structure the perfect custom plan for yourself, your family, your business and your individual situation.

Step 6

Once you’re ready to take the next step, we will schedule a meeting with you (in person or on the phone). We have a process where we carefully review and understand your needs and goals.

After we gather that information we will create Illustrations for you that clearly show you in black and white, what your Barefoot Retirement could look like. It will show what kind of life-time, tax-free retirement income is possible.

We will carefully walk you through the process from beginning to end. We’re not happy until you’re happy. When you’re ready, we will get your custom plan set up and in place so you can start enjoying the protection and many benefits of these powerful plans.

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We have created these steps to first educate with no pressure or obligation. The process is a self paced system to educate until you are ready to talk to us.