Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn't know to ask you the right questions, isn't aware of changes to the turbulent tax code, and/or hasn't been trained in high-level retirement planning strategies.
Retirement planning is complicated and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family.
With new tax laws, important IRS rulings and an ever-changing financial climate, it is more important than ever for advisors to continually invest in their education. Members of Ed Slott's Elite IRA Advisor GroupSM are dedicated to being leaders in the IRA industry and protecting their clients' families' futures.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.