Andrew J Robertson, Csscs

Andrew J Robertson, Csscs Email and Phone Number

Retirement Planning Expert, Social Security Guru, Income for Life Advisor and Author @ Capital Indemnity Group
mansfield, massachusetts, united states
Andrew J Robertson, Csscs's Location
Wrentham, Massachusetts, United States, United States
Andrew J Robertson, Csscs's Contact Details

Andrew J Robertson, Csscs work email

Andrew J Robertson, Csscs personal email

n/a
About Andrew J Robertson, Csscs

Red Zone Wealth Management utilizes their proprietary Retirement Planning Red Zone process to help retirees preserve and protect their retirement assets. This comprehensive retirement planning process provides clients with the knowledge, tools and advice needed to navigate the 20 year retirement planning red zone. Red Zone Wealth Managements mission is to design, build and implement a comprehensive and actionable retirement plan that will allow you to safely and securely meet your unique retirement planning goals and objectives.While most financial advisors focus only on helping you accumulate assets. The team at Red Zone Wealth Management specialize in guiding you through the daily challenges you face once you enter the Retirement Planning Red Zone. In order to build a plan that works we will first perform a complete review and analysis of your current situation including your risk tolerance vs your risk exposure, current income vs your retirement income needs, the tax efficiency of your current plan and retirement income plan, extended care exposure and estate planning objectives and charitable desires. We'll work with you and your tax and legal advisors to create an all-encompassing, financial and retirement planning strategy that fullfills your individual needs.Specialties: * IRA Expert* Social Security Claiming Strategies* Retirement Planning Specialist* Risk Management* Wealth Accumulation and Preservation* Medicare Expert* Income Planning* Tax Planning* Estate Planning

Andrew J Robertson, Csscs's Current Company Details
Capital Indemnity Group

Capital Indemnity Group

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Retirement Planning Expert, Social Security Guru, Income for Life Advisor and Author
mansfield, massachusetts, united states
Employees:
4
Andrew J Robertson, Csscs Work Experience Details
  • Red Zone Wealth Management
    Founder, Retirement Planning Expert And Social Security Guru
    Red Zone Wealth Management Jan 2010 - Present
    Mansfield, Massachusetts
  • Capital Indemnity Group
    President
    Capital Indemnity Group Jan 2010 - Present
    Mansfield, Ma
  • Lincoln Financial Distributors
    Senior Vice President, Distribution
    Lincoln Financial Distributors Jun 2004 - Feb 2009
    Greater Philadelphia Area
  • Nationwide Insurance
    Vice President, Regional Distribution Leader
    Nationwide Insurance Jan 1998 - Jun 2004
    Greater New York City Area
  • Nationwide Insurance
    Regional Marketing Director
    Nationwide Insurance Jul 1997 - Jan 1998
    New York And New England

Andrew J Robertson, Csscs Education Details

Frequently Asked Questions about Andrew J Robertson, Csscs

What company does Andrew J Robertson, Csscs work for?

Andrew J Robertson, Csscs works for Capital Indemnity Group

What is Andrew J Robertson, Csscs's role at the current company?

Andrew J Robertson, Csscs's current role is Retirement Planning Expert, Social Security Guru, Income for Life Advisor and Author.

What is Andrew J Robertson, Csscs's email address?

Andrew J Robertson, Csscs's email address is ca****@****oup.com

What schools did Andrew J Robertson, Csscs attend?

Andrew J Robertson, Csscs attended Northeastern University, Bishop Feehan High School.

Who are Andrew J Robertson, Csscs's colleagues?

Andrew J Robertson, Csscs's colleagues are Peter Napoleone.

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