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Insurancepro55
Retirement Plans & Rollovers
I provide advice on how to select the proper Retirement Plan for an individuals needs and how to roll over an existing plan. I also emphasize the safety of certain products for rollovers, and the risks involved with each product. A person's age now and age at retirement are carefully considered when I give any specific advice. Every situation is taken on it's own merits. Some advice is given regarding taxation, but the individuals tax accountant or CPA should be consulted. When discussing individual investment products, please keep in mind that State Insurance Departments and the Securities and Exchange commission govern each State, so sometimes local policy can be slightly different. I have been helping people with their retirement planning since 2003 and have over 250 satisfied customers. While my practice is limited to California, any advice given is based on sound financial priciples and are practiced by hundreds of financial advisors across the country. If you can't get me on the phone, please e-mail me! Bruce Sanders,Licensed Insurance Agent/Broker
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