Welcome to Senior Asset Protection Services
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Proper estate planning is an important component of your financial planning, as it can help your loved ones avoid an expensive, time-consuming process while you are still living and after you pass away..
An Individual Retirement Account (IRA) is an account that allows you to save for your retirement and take advantage of tax benefits. We’ll help you understand IRAs and their tax advantages, and decide which may be right for you.
Have an old 401(k)? You may want to consider a Rollover IRA. This is an account in which you roll over your old employer-sponsored plan(s) into an IRA, without paying taxes or withdrawal penalties at the time of transfer.
- Annuities and Medicare Supplements Plan F and G
- Rollovers for IRAs, 401ks, 403bs and 457s
- Regular safe investments
- Tax Free Retirement
- Estate and Financial Planning for pre-retirees and post-retirees
- Educational Seminars
- Long term care planning for nursing home stay
ALREADY KNOW WHAT YOU WANT?
I’ve developed many long term relationships with my clients, built on honesty, integrity and trust. That will ALWAYS be my goal.
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