My passion is to protect your retirement dollars from stock market corrections, increasing taxes,
and future medical expenses.
What portion of your "nest-egg" do you wnat to keep safe? Are you maximizing your IRA and HSA contributions? Have you compared Medigap and Medicare Advantage plans? Do you need an immediate income for life? Are you familiar with the costs of home-care and nursing home care?
Your "Safe-Money" plan will reduce your financial risk and increase your knowledge of the products available so that you have a peace of mind as you prepare for retirement.
A sudden market correction before you retire could force you to continue working. A "Safe Money" plan will provide a guaranteed income so you can retire when YOU choose!
Maximize your retirement income by minimizing taxes. A "Safe Money" plan includes tax-free,
tax-deferred, and tax-exclusion products.
Re-position an asset and create a pool of Long Term Care dollars for future home-care and nursing-home services. If you don't use the money, it will pass on to your heirs tax-free OR get a full return of premium!
Since 1991 I have had the pleasure of assisting families and small businesses with their life insurance, health insurance, and retirement planning needs. As my friends and clients have grown older I spend most of my time showing them how to preserve their nest-egg in the event of a stock market correction or unexpected medical expenses.
I am contracted with various companies to represent the following products:
Fidelity & Guaranty
Lincoln Financial Group