The Retirement Advisor

Introduction: While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We reveal the most overlooked area of a secure estate plan; something many advisors don't talk much about. We also impart knowledge of how to decrease taxes, increase cash flow, maximize income, and minimize taxes. We help in preparing a document that helps make clear your wishes about health care decisions, what you want your loved ones to know about your life, and in creating guaranteed income that is free of market risks, safe, and highly tax favored. Some services we offer are free retirement checkups, hospital, facility, and hospice visits, market research, notary public, and mobile service. I can come to you! I offer web home calls. I specialize in financial planning, estate planning, long-term care, health care, IRA and 401(k) distribution planning.