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

Spirit of Service (SOS) protects the vulnerable with professional guardianship, and empowers families with fiduciary estate management, turning end-of-life burdens into Christian stewardship that supports each client’s charity of choice. We provide Estate Executor, Personal Representative, Trustee, POA, Medical Surrogate, and Professional Guardianship services for everyone in the state of Florida.

Christian Ministries · 791.4 mi · Winter Garden, FL