Alan Pepperdine explains that his firm helps clients protect their dreams by making sure they never run out of money, never lose money, increase their monthly income and reduce their taxes. “Many people have a retirement account set aside for retirement, some people have investment portfolios, but the key to creating income that lasts a lifetime is to know how to invest and protect your investments,”
Alan Pepperdine suggests that everyone take the time to prepare for the future, and ensure they protect their dreams by creating the income that lasts a lifetime. Alan offers retirement planning consultations. Alan points out that there is no one specific income ladder which is proven to have a magical impact on creating a lifetime of income, however, Alan strategically evaluates all investment options to determine a method which will generate the desired end results. More information is available on the website www.protectingyourdreams.com
More Information about Alan Pepperdine
Alan Pepperdine, has over 22 years of experience solving business and financial challenges for his clients. His expertise has been focused in the areas of Tax and Financial Planning, Asset Protection and Retirement Planning. Alan began his career in California with El Encanto Management company where he quickly climbed the management ladder to become their controller. After moving to Dallas, Alan broadened his experience by working for US Bancorp on special projects for troubled companies seeking financial, management and operational expertise as well as capital. Prior to co-founding Cornerstone Retirement Group, LLC, he was a Partner at Pepperdine & Company, a full service CPA firm specializing in asset protection, taxes, as well as estate and retirement planning. Alan currently uses his expertise to manage Cornerstone Retirement Group, LLC and to fashion safe, secure private retirement plans for his clients. His individually designed retirement plans feature safety, funding through tax savings, tax deferred growth and the ability to provide a retirement income upon which you pay no tax.
Pepperdine Retirement Planning, LLC
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