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Text Box: IRA/401(k) Planning (Specializing in Roth IRA conversions) Safe / Guaranteed Retirement Income Planning Family Legacy Planning Helping you protect what you’ve worked so hard to accumulate Why an IRA Specialist? Contrary to popular belief - IRAs are not a simple retirement account. In fact - IRAs have some of the strictest and most fluid rules of any investment account. Making what seem like minor mistakes can have major implications in the way of increasing taxation, penalties levied against the IRA owner and completely nullifying the IRA altogether. Can your family doctor perform heart surgery? Of course not. Because when your dealing with life and death, the last thing you want is a generalist doing the work of a specialist. Much like doctors specialize in a certain field of medicine - I specialize in advanced IRA strategies and protection. When working with the single largest financial asset most people will probably ever own - mistakes can mean the difference between financial life and death. Safety and security of your retirement are our primary concerns We DO NOT offer stock, bonds, securities or other investments that put your money at risk. My clients are people who are either conservative and want a retirement they can depend on or have had enough of the headaches and losses from the stock market. Text Box: Final Expense planning… … is the most overlooked piece of the financial planning puzzle

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