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Keep your broker; I'll do your Retirement Income Planning as a stand-alone service.
I understand that you can't leave your current broker or financial advisor easily. They do have all your money, and it is "allocated"....

Serious Money Ohio
Aug 24, 20232 min read
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ESG Index comes to a Fixed Indexed Annuity!
Fixed Indexed Annuities guarantee that you cannot lose money due to market performance. That quality makes them an option for your...

Serious Money Ohio
Sep 13, 20222 min read
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You’ve lost more of your Nest Egg than you think.
Right now, may be one of the roughest times that retirees will have to deal with for a long time. The effects of inflation and market...

Serious Money Ohio
Aug 31, 20223 min read
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