There are an endless number of financial companies in Central Indiana who can conduct the physical process of transferring your qualified savings from work into an Individual Retirement Account (IRA).  But when the rollover is done, they’re done.  They’re not specially trained in the process of retirement planning.  They leave you alone, without any comprehensive plan for a dependable source of steady income that’s guaranteed to last your entire retired lifetime -- with less taxes and more spending power.

The reality is that your IRA rollover is only the beginning of the retirement income planning process.  In fact, your IRA is just one of three financial legs you’ll have for support (the other two being Social Security and personal savings.)  You need a financial advisor specifically trained in the retirement planning process.  We are, and once we complete your IRA rollover we’ll show you how to decide when to begin Social Security and how to carefully coordinate the use of all three financial sources of retirement income.  We’ll also show you the benefits of creating a “Stretch IRA” for your heirs, and a “Roth IRA” for tax-free income without forced withdrawals.  Plus, we’ll share our expertise on selecting the best Medicare program, too.