Saunders Retirement Advisors can help you execute a sound financial program using the following types of products and services from a wide array of top-rated national companies, such as Transamerica, Morningstar, Prudential and Lincoln Financial, to name just a few.
- IRA rollovers to variable annuities, mutual funds or exchange traded funds (ETFs)
- Independent money managers
- Long-term health care insurance (and creative options for those who can’t qualify)
- 529 education accounts for children or grandchildren
- Life insurance conversions to reduce premiums, enhance benefits or create cash flow
- Social Security maximization strategies