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    • 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.
    • IUL - Indexed Universal Life Insurance

      WATCH HERE

      IUL - Indexed Universal Life Insurance

      IUL - Indexed Universal Life Insurance

      IUL - Indexed Universal Life Insurance

      WATCH HERE

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

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      Financial Services

      Financial Services

      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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      Insurance Services

      Insurance Services

      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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      Educational Videos

      Educational Videos

      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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    • WEEKLY NEWSLETTER

    • IRA BLOG

    • How to Find Serenity Despite Retirement Uncertainty

      “How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial situation, Julie never, ever feels fine about the finance part. Julie, there is one thing I want you to know. You. Are. Not. Alone. I’ve traveled all [...]

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      Putting Strings on What You Leave Your Children

      How to protect beneficiaries from themselves. Billionaire Warren Buffett was famously quoted as saying that when it came to leaving your children money, the sweet spot is “enough money so that they would feel they could do anything, but not so much that they could do nothing.” Few of us need to worry about leaving our kids so much that they could comfortably choose to do nothing. But many [...]

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    • Close is Not Enough When It Comes to the 10% Penalty

      A well-known quote attributed to baseball great, Frank Robinson, says “Close doesn't count in baseball. Close only counts in horseshoes and hand grenades.” In a recent Tax Court Case, David D. [...]

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      Is There a Way Around the 10% Early Distribution Penalty? This Week’s Q&A

      This week's Slott Report Mailbag looks into the one-rollover-per-year rule, RMDs and the 10% early distribution penalty. As always, we recommend you work with a competent, educated financial [...]

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