Robert Montgomery Email & Phone Number

Schedule your FREE retirement strategy session @ robertlmontgomery.elite@gmail.com Our Agency is called Vantage Financial Alliance. I work in (4) specific areas to help families protect their assets: The first is Medicare. Medicare is a wildly confusing topic for almost everyone! All year long we help people understand how the pieces fit together and what their options are.As an Asset Protector the area we SPECIALIZE in is protecting retirement money. We show our clients options that will let them take advantage of the gains when the market goes up, protect them from loss when the market is down, and guarantee them lifetime income from that money. The income continues as long as our client lives, even after the money has been depleted. This is very much a topic of safety for us. We provide contractual guarantees and safety for our clients and their money.The third area is Long-Term Care. The government says 70% of us will need some form of long-term care. Medicare does not cover long-term care. There have been many changes during the last few years to help cover the high cost of long-term care and we help our client explore their options.The last area is Life Insurance. Sometimes we're helping people create and leave a legacy, more often we're simply helping cover final expense.

Listed skills include Small Business, Leadership, Team Building, Entrepreneurship, and 26 others.

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  Star Spencer High School

  Math, Science, English, Physical Education