Frequently Asked Questions for your retirement specialist

Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.

We will work with you to help you establish the right balance of risk to reward for you to ensure your retirement will be everything you want and expect it to be. 

Everyone should at least talk with a retirement specialist regardless of their age. But the more time you give yourself to plan for retirement, the more likely you will achieve your goals for retirement!

Life insurance is an important part of planning your estate and protecting your legacy. 

An annuity can be a good fit for someone if they are in need of a guaranteed lifetime income.  But an annuity can also be a good fit if someone needs to diversify their portfolio with a conservative option to provide more balance to their portfolio.

This is not an easy question to answer as this can impact all aspects of one's financial stability and ruin a retirement.  General statistics state that 7 out 10 people will need some form of Long Term Care.  However only 1 out of 10 has properly planned for it.