Financial Services

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Financial Services |


Retirement Planning 101

Would you ever call a doctor to fix a plumbing problem? Or call a plumber to hang your Christmas lights? Of course not, we all value professionals who specialize in their own expertise. Similarly, retirement planning is often lumped in or passed off to professionals who do not specialize in that area.

Investing money in a 401k and paying into Social Security are great ways to build up to retirement, but what about when you get there? Here are the services I offer that are uniquely designed to optimize retirement:

  • Focus on planning Social Security, Medicare, and Long-term care strategies

  • Providing safe-money options to eliminate all stock market risk

  • Creating a guaranteed stream of income for life

  • Insuring your retirement nest egg