Senior Safe Money Advisor - West Coast Office
In a world of uncertainty, it can be complex and difficult to identify the best financial strategies for your life. I really take pride in helping families identify inefficient money strategies and providing solutions that actually make a difference. I specialize in something that is predictable, with market returns and no risk of loss that will give you a steady cash flow through retirement. I also custom build retirement income plans to avoid your greatest liability that you have no control over.....taxes. Request a time with me to go over non-traditional strategies to improve your retirement income.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.