Tax-Favored Retirement

We are driven to educate families on a strategy that allows them to achieve stock market growth without stock market risk while providing a tax-free retirement income as long as they live.

Windi Barnes has devoted most of her career to helping clients with their Retirement and Estate planning needs. She is a wife and mother of two and a grandmother. She is devoted to helping her clients with the decision-making process of how to protect their assets from market volatility by offering them safe plans that protect their nest egg and give them peace of mind with a solid plan for their future. 

Risk-Free Growth

You can earn stock market gains without stock market losses. Your account can never experience a loss no matter how much the stock market plummets.

Task-Free Income

This strategy will provide tax-free income during your retirement years. Unlike “qualified” plans it will not be subject to a tax hike.

Cash flow

you can’t outlive

If set up properly, this strategy will provide the income you can rely on year after year no matter how long you live.


Monday: 11am - 9pm
Tuesday: 11am - 9pm
Wednesday: Closed
Thursday: 11am - 9pm
Friday: 11am - 11pm
Saturday: 11am - 11pm
Sunday: Closed

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