Helping you reduce financial risk.
The risk management process is about taking proactive steps to help preserve what you’ve worked hard to build. We’ll tailor your plan to help minimize any threats to your assets. This may include preserving your estate with long-term care insurance and building a protective cushion with life insurance.
Create a strategy to help pursue your desired retirement lifestyle.
As a Chartered Retirement Planning Counselor℠, Robert is specifically trained to help retirees and pre-retirees in all areas such as social security, Medicare options, investment strategies, retirement account distribution strategies, long-term care insurance planning, and even the Affordable Care Act’s rules.