Questions We Can Help You Answer:

 1. I am ready to retire and I have money in my 401K or 403b, how do I turn those 401K monies or 403b monies into a maximized lifetime income stream?

 2. I have just sold my business and retired.  My retirement funds are set and secure, however, how can I turn CD cash into tax free income for my children when I die.

 3. I am a teacher about to retire on teacher retirement checks. Will I draw Social Security?  Will I get my spouse's survivor benefits from Social Security?

 4. If I enter into a 10 year fixed annuity contract, what happens to that money if 5 years later I die?

 5. My spouse has just passed away and has left me some substantial life insurance proceeds. How can I use that money to fund my own retirement future?

 6. I have inherited monies from my aunt.  I want to maximize the monies but I am afraid to invest in the stock market.  Are there other options for me?

 7. I have term life insurance, so why do I need Indexed Universal Life insurance?

 8. I'm a school teacher and I know that TRS allows me to do a partial lump sum option which allows me to move some of my money out of my TRS fund  Why would I do that?

 9. I don't understand the answers Social Security gives me.  I am about to retire so can you help me?

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Our services are free. 

Thanks,

Jerry and Heavia Doyle

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