Do you have an Income Plan for your Retirement?

Do you have an income plan…

for your retirement?

What age should I begin collecting?

What age should I begin collecting?

Long Term Care Planning

Long Term Care Planning

Elder Care attorney referrals

Elder Care attorney referrals

Medicare Travel Healthcare

Medicare travel healthcare

Guaranteed Lifetime Income

Guaranteed Lifetime Income

Life Insurance Reviews & Evaluations

Life Insurance Reviews & Evaluations

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Retirement Planning Solutions

For the last several yrs. I have focused my insurance career on helping Seniors nearing retirement with viable solutions in 3 main categories:

1. Medicare enrollment or evaluating your existing Medicare Plan.
2. Retirement Income Planning that includes evaluating Social Security timing options.
3. Life Insurance evaluations and reviews of existing policies.

My main goal as an RICP (Retirement Income Certified Professional) is to help you answer three (3) main questions:

1. Where will the income come from to pay your recurring monthly expenses once you retire?
2. How can you get guaranteed lifetime income from your 401k, IRA, Pension or your investments in the Stock Market?
3. Should you be on a Medicare supplement and drug plan or the best Medicare Advantage plan available?