Retirement Income Certified Professional®

 

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, research reports and e-seminars. These multi-media presentations and interactive tools offer an excellent learning experience in the areas of insurance, investing, retirement, estate planning, and wealth preservation.  We hope that you will gain a better understanding of who we are and how we can help you reach your financial goals.

For a COMPLIMENTARY Financial e-Newsletter on timely financial topics, please complete the enclosed form.  (Name and email only are required.)

We are passionate about retirement income planning.  We help our clients transition to retirement by creating a livable income plan.  Whether you are years away from retirement, nearing retirement or already retired, we can assist you with choosing the strategies and investments that are right for you.  Please contact us if you would like to meet with us about your retirement planning needs.

 

Sincerely,
Ken Allen
Your Retirement Income Specialist®