35+ Years experience in the Retirement arena. Final Expense, Life Insurance, Aging in Place Coverage, Social Security, Medicare, Personal & Business succession exit planning, PPP plans, IRA/401k, 401a, 403b, 457, Transfer/Rollover for Protective Lifetime Income, RMDs & Secure Act inheritances. Taxation & Estate Coordination. "Don't let your ASSets be erased, put your Retirement Legacy Plan in Place!"

Financial Advising · 163.3 mi · Canton, MI