Investment Advisor Representative: Enjoy helping clients retire with confidence.
Retirement Income Specialist: Educate people on how to turn 401k/IRA Accounts into a monthly income to supplement social security income.
Also life insurance / Long term care combo polices. If you already have life insurance now is the the time to review as a new modern combo policy could vastly improve your position.
I also help people who inherit a 401lks /IRAs on how to claim these funds with reducing taxes on the money they will receive.
Social security analysis - What age is best to begin SS. Also spousal claiming strategies are explored.
Compensation paid to me is decided on at our inital meeting. it can be 100% commssion paid when you buy a product or it can be an annual financial planning fee along with ongoing advisory fees.
Yes- I do get paid for helping people achieve their financial dreams and goals! Call or email me today so we can visit about your unique financial situation!!