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Description: The Reverse Mortgage. A needs based “product of last resort” or a powerful component in an overall and more comprehensive retirement plan? You Decide. The newly restructured Reverse Mortgage is being recognized by scholars throughout the nation as a product, when used correctly, morally and ethically that can greatly increase a client’s quality of life during their retirement years. Whether a reverse mortgage is used to eliminate a client’s present mortgage payment, or other reoccurring debt, this product can greatly improve their monthly cash flow. Retirement Funding Solutions was created to address and solve for one of the most significant challenges facing the Baby Boomer Generation today..Being Financially Prepared for Your Retirement Years.
Description: PIMCO is a full-service Asset Management Firm.
The Principal is a Fortune 500 global investment management leader offering retirement services, insurance solutions and asset management to individuals and businesses. The Principal also offers Principal Securities, a retail broker-dealer that offers a robust and comprehensive product line-up featuring proprietary and non-proprietary products and selling agreements. Principal Securities is focused on enhancing what you do best – building client relationships and growing your business.
Description: Our group specializes solely in reverse mortgages and we share a common goal of providing our client with the reverse mortgage that fits their specific, unique situation.
Description: We are an institutional money management firm providing investment resources, research and advisory to RIA’s.
Description: Medicare insurance plans and educational resources
Description: As the nation’s largest independent broker-dealer LPL, we provide independent financial advisors industry leading technology, independent research and back office support as well as access to a full range of investment products.
Description: Mutual Funds, ETF’s and Consulting
Description: Providing forward and reverse mortgages
Description: We have been passionate about helping companies design and administer state-of-the-art retirement plans since 1987. Our certified administrators work on all types of plans including 401(k), Profit Sharing, Prevailing Wage, ESOP, and 403(b) plans. Defined Benefit and/or Cash Balance Pension plans are designed to allow the business owner to sock away a lot more than the $54,000 limit. We handle them all. To learn more about retirement plans, check out our blog at www.benefit-resources.com. There is a treasure trove of articles on a variety of topics from compliance testing, to reporting deadlines, to controlled groups of companies.