Your IRA, 401(k) Rollover, & Retirement Source
WHAT GOES UP MUST COME DOWN...RIGHT? WRONG!!
Not as it affects your retirement! Talk with us about IRA, 401(k) and pension rollover options that can provide guarantees of account value, lifetime income, or both.
Our mission is to make a material difference in our clients' lives by joining in partnership with them to address critical financial issues. We serve our clients by using an educational and analytical process to determine their financial and insurance needs. We maintain a professional and permanent relationship with our clients by bringing pertinent information and recommendations through regular reviews and educational programs.
Our services include: Retirement and Legacy planning (our specialty), Financial Planning; Widow and Widower Counseling; Investments & Fee based products; Annuities; Life, Disabilty & Long Term Care Insurance.
We also offer on-going seminars on many financial, service, and community topics.