Request a Free Booklet

I have put together several educational booklets which include topics on Annuities, IRA/401k Rollovers, Retirement Planning and Life Insurance.  If you know of anyone that could benefit from this information please send me an email and include the title of the booklet, the person's name, address, email and phone number and I will mail the booklet to them.

Here is a list of the booklet titles:

  • Annuity Owner Mistakes
  • Helping you avoid IRA Distribution mistakes
  • Six strategies to help retirees reduce taxes
  • Six best and worst IRA/401k Rollover decisions
  • The Best Way to Buy and Replace Life Insurance
  • Simple Guide to a Comfortable Retirement
  • How to Prosper and Thrive in Retirement

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck