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Our Retirement Planning Services include:
Why Choose Us?
- Over 50 years combined insurance industry experience
- Complimentary Comprehensive Needs Assessment
- In-Home, In-Office or Group Presentations to fit your schedule
- We represent a wide range of highly rated Life, Health and Annuity Carriers to meet almost any need.
Associations & Memberships:
- American Senior Benefits Association
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|Tuesday||8:00 AM to 5:00 PM|
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|Friday||8:00 AM to 5:00 PM|
Contact us for a Complimentary Assessment of your Retirement Needs.
Lifetime Income: IRA & 401k Rollover
Financial planning is an important step in securing your future, but for many, the options can seem intimidating. If you’re finding it difficult to plan your retirement, we can help you protect yourself and make sound financial decisions.
Whether you have questions about working after your retirement or want to understand the tax implications associated with taking money from your 401(k) account, qualified plan roll-overs, IRA’s, Required Minimum Distributions (age 70 and over), the Pension Protection Act, wealth preservation or lifetime income streams, we are here to offer you guidance and resources so that you have a happy and financially stable retirement.
We help you find safe alternatives to the often volatile stock and mutual fund market that will still provide you with a pleasing rate of return by providing you with a fixed rate over a set period of time or by allowing you to benefit from the gains of the different market indices without suffering the losses that so often come with investing.
If your goal is leaving a legacy… we can help you do that.
If your goal is a lifetime income stream… we can help you do that.
If you would like the best of both worlds… we can help you do that as well.
Trust us with your future… you won’t be disappointed.