Helping Protect Your

    Retirement Dollars

 

 

                                                                                                by Jerry and Heavia Doyle

Jerry and Heavia Doyle
1575 Meadow Glen
Adkins (Bexar County), TX 78101
United States

ph: 830-216-2541
fax: 830-216-2541
alt: 210-219-5035

Contact Us

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?

 

Thank you for viewing our  website.   Please contact us for services. 

Our services are free. 

Thanks,

Jerry and Heavia Doyle

After providing your name and  the other requested information, please use the box below to tell us how we can best serve you.

 

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Copyright 2008 Jerry and Heavia Doyle

 

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Jerry and Heavia Doyle
1575 Meadow Glen
Adkins (Bexar County), TX 78101
United States

ph: 830-216-2541
fax: 830-216-2541
alt: 210-219-5035