General Info

At Protecting Your Retirement we believe your financial status and goals are unique and therefore deserve the competent, personal attention that can only be provided by well educated and experienced financial professionals. We meet each client and prospective client in private face-to-face appointments and we strive to help your retirement assets work hand in hand with your retirement needs and goals. Our team has always believed that the part of your assets that are necessary to provide for your retirement should never be placed at stock market risk. At Protecting Your Retirement the companies we recommend to you do not predict, assume or guess at the amount of your lifetime income; they guarantee it. We present illustrations of what is guaranteed by large life insurance companies not projections, hypotheticals or guesses as to when past trends may repeat. We frequently use an income approach to help you achieve a successful retirement journey. This means comparing your anticipated ne