Simply put, we help you determine how much monthly income you can purchase using the lump sum in your retirement plan or 401k. Once in place, this income will be paid through your lifetime as well as your spouse's lifetime. No stock market worries, just monthly checks deposited in your bank account.
Give us a call or contact us through this site for more information on how to get your complimentary plan. Your personalized strategy will be designed by an experienced Retirement Income Certified Planner with nearly 30 years in the financial consulting industry. For a secure future they are the most important things we can do, but all of your different options can be confusing.
Give us a call or contact us through this site for more information on how to get your complimentary plan. Your personalized strategy will be designed by an experienced Retirement Income Certified Planner with nearly 30 years in the financial consulting industry. For a secure future they are the most important things we can do, but all of your different options can be confusing.
Services
As independent agents we can help you select a plan, choosing the one with benefits well suited for you. Most of our area plans are HMO's or PPO's. HMO's require referrals to specialists from a primary care doctor, and you must stay in the plan's network. For these restrictions, co-pays are typically lower than PPO's.
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