• OUR SOLE FOCUS IS YOU!

    Our mission is to serve retirees by providing secure retirement strategies that fit our client's goals and needs. Our primary focus is to help protect our client’s principal and earned interest, while providing income that they can never outlive.

    WE HELP CREATE SOUND FINANCIAL STRATEGIES FOR THE DAYS AHEAD.

    Dedicated to enhancing both your current and future way of life.

    WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

    We love helping our community make informed financial decisions about the days ahead.

    WE ARE CONTINUOUSLY KEEPING YOU IN THE FINANCIAL KNOW.

    By keeping you updated on the latest financial news and media!

  • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • WELCOME TO RISK FREE RETIREMENT PLANNERS

  • A FEW WORDS ABOUT US

    We here at Risk Free Retirement Planners specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

  • IRA Blog

    Can My Sister Take the Inherited IRA RMD For Both of Us?

    This week's Slott Report Mailbag answers a popular required minimum distribution (RMDs) question - can my sister take the inherited IRA RMD for both of us? - and another consumer's inquiry on Roth conversion tax reporting. 1. Hi, My dad ...

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    AICPA’s National Advanced Estate Conference: RUFADAA Is Most Important Law You Don't Know About

    Greetings from the 2016 AICPA National Advanced Estate Planning Conference! Having presented the last of my three sessions here on Monday evening, I’ve been enjoying the rest of my time by meeting many CPAs and other professionals here, as well as ...

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    Who Pays For a Mistake in Your IRA?

    You took a distribution from your employer plan or another IRA and the receiving company put it in the wrong account. Your IRA company did not process your 72(t) distribution in the correct amount. An advisor/salesman told you that the company ...

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