Dave Mello

Dave Mello

Dave has been a wealth strategist since 2000, helping executives, small business owners and retirees to create and maximize their wealth potential by helping them “see the unseen”. His purpose is to explore and analyze the complicated intricacies of each individual or business’ financial situation to design and deliver simple strategies.

Horizon Retirement Advisors, LLC

707 Mount Rose St.

Reno, Nevada 98509

horizon@retirevillage.com (775) 851-4754
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Use the 4% withdrawal rule, add the inflation factor and guess what? They still cannot compete. Use this tip (below) to explain how a Fixed Indexed Annuity is a solid choice.

Then there is this: "Quantum Compounding"

Understand compounding, then explain our use of compounding in an annuity (do it one at a time) The lay on the final layer, the benefits added to the annuity contract: I call it Quantum Compounding