RETIREMENT PLANNING SERVICES

SOCIAL SECURITY FILING

Maximize Benefits     

$100 fee per couple

I will run a software program to compute the optimum time to file to maximize benefits. Useful to calculate spousal and survivor benefits. Can use multiple actuarial assumptions. Recommended for couples, widows or divorced individuals.

HYBRID LONG TERM CARE

Free analysis   

Insurance commission

Hybrid long term care insurance is designed so premiums never increase. Benefits can also be for a lifetime. Hybrid policies can be paid for with a lump sum, from an IRA or in a variety of other ways. If interested in options email me.

LONGEVITY ANNUITY - QLAC

Free analysis   
Insurance commission

If you have a large IRA and want to purchase an annuity that will pay beginning at age 75, 80 or age 85 it is like adding another guaranteed income stream to pay for expenses.

BIO

I was a mutual fund manager for 30 years and now have taken those analytical skills to retirement planning. I lived the stock market and am very familiar with investing and now am well-versed in the detail-oriented programs like:Social Security, Roth IRA's, Long term care, Health Savings Accounts,, annuities and more. I have written a basic ebook discussing these various programs so that you will have a better understanding of what you need to know for your retirement.

CONTACT ME

Crowley, Texas 

817.602.8859