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You’ve Survived Recessions, Layoffs, and a Pandemic. Retirement Shouldn’t Be What Gets You.

Straight-talk retirement planning for Gen X — no jargon, no sugarcoating, no one-size-fits-all templates.

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New Book: X-Rated: A GenX Guide to Not Getting Screwed Over in Retirement Terry wrote the playbook Gen X actually needs.

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THE BOOK

The Retirement Guide Nobody Else Would Write for Gen X

You played by the rules. Saved what you could. Watched the rules change anyway.

The standard retirement advice wasn’t written for you — it was written for your parents’ generation, by people who assumed a 30-year career at one company and a pension waiting at the end.

X-Rated cuts through the noise. Terry Sawchuk wrote this specifically for Gen X: the generation that came of age during Enron, got hit by 2008, watched AI start eating into their industries, and is now staring down a retirement timeline that’s a lot closer than it looks.

No fluff. No pitch. Just the stuff you actually need to know before it’s too late to course-correct.

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YOUR STAGE. YOUR PLAN.

One size fits no one. We know your stage, your industry, and what’s keeping you up at night.

RETIRED

CURRENT:
Turn your retirement into a forward-looking strategy.

NEW:
You made it. Now make it last.

GEN X

CURRENT:
Balance family, career, and retirement with confidence.

NEW:
Retirement’s closer than it looks. Let’s get real.

AUTOMOTIVE

CURRENT:
Take control of your pension, buyout, and 401(k).

NEW:
Your pension is an asset. Treat it like one.

NO TEMPLATES. NO AUTOPILOT.

How We Actually Help

401(k) Management

Your 401(k) is probably your biggest investment. It’s also probably on autopilot and costing you more in hidden fees than you realize.

We actively manage it. We cut the drag. And we make it work with the rest of your financial picture — not in a silo.

FREE RESOURCE

The Market Doesn’t Care About Your Timeline.


The America First, Built-to-Last white paper breaks down what’s happening in the markets right now — in plain English, without the spin


No sugarcoating. No buzzwords. Just a clear-eyed look at the forces moving markets, what they mean for your money, and the steps worth considering before things get more complicated.

If you’re within 15 years of retirement, this is the kind of read that pays for itself.

 

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TERRY IN THE WILD

What Terry’s Saying Right Now

NO PRESSURE. NO PITCH.

Let’s Talk for 30 Minutes.

Tell us where you are. We’ll tell you honestly what we see — what’s working, what’s exposed, and what’s worth fixing before it becomes a problem.

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