Who would you like to have control or your money? Wall Street, the banks, the IRS? Or You?! Through education, strategic planning and repositioning of your assets, I can help you have more control, certainty, clarity and leverage in your financial world. The entities above can change the rules on you such as the fees you pay in your qualified plans and bank accounts, when you have to start taking money out of your 401k/IRA, and how much of your money you can keep (i.e. taxes due). By the way...what is your gut instinct of where taxes are going? If you think they are going up, I would recommend that you consider financial vehicles that will give you tax-free income when you retire.Additionally, I can help you with your life insurance and long-term care needs as well. I will review your current policies for no charge to make sure that you and your family's needs are protected.There is no cost to you for my services. Specialties: Life Insurance; Long term care; Infinite Banking (How to be your own banker); College Planning; Income Protection against disability or illness; IRA & 401k Rollovers