We believe that in order to maximize your legacy, you need to live your legacy now. Our mission is helping you do just that. By maximizing your financial situation, you are freed up to pursue your dreams, whatever they may be. Now, that's independence.
Retirement Geeks has two primary areas of focus:
| Wealth Management & Planning | Advanced Insurance Services |
Investments Retirement Plans Variable Annuities Real Estate Analysis Income Tax Consulting Fee-Based Financial Planning Trust Consulting and Services† Wealth Building and Preservation | Life Insurance Estate Planning Fixed Annuities Long-Term Care Disability Insurance Educational Seminars Medical/Health Insurance Agent Services and support |
