Meet "The Retirement Architect"
Roger Ely, owner of The Retirement Planners Of North Carolina Inc., has been offering comprehensive insurance strategies & products for almost two decades.
“I’ve seen first hand what a lack of retirement planing can do to a family.”
Some years ago I witnessed the sad events leading up to my mother-in-law’s passing with Alzheimer’s. I watched as my father-in-law realized he hadn’t prepared for this and found out he would soon lose everything he’d saved as an inheritance for his kids just to pay the nursing home. You may be familiar with this scenario; it’s called MEDICAID SPEND-DOWN. In the Medicaid manual they even call the stay-at-home spouse the impoverished spouse. But that’s a discussion for another time
I reached out to a friend for help and thus began my 15 year journey of learning how to avoid or mitigate these events. I learned that Medicaid Spenddown is only one of a number of events that can wipe out your retirement savings. You’ll find 7 of these predators as you browse the website.
Disclaimer: I'm not a CPA, an Attorney or Real Estate Agent. (I can refer you if you need these folks)
“But I am just the Retirement Planner you need for this moment in time!”
Remember I told you I reached out to a friend for help? Well, he did help. He was a veteran insurance agent specializing in Senior Estate and Retirement planning and he took me under his wing and taught me everything he knew about the Perfect Retirement Plan.
And now I’m offering you all that experience to help guide you through this Retirement minefield and keep your mind and money intact at NO COST TO YOU! I’ll use my vast experience, knowledge and resources to give you the confidence that you’re prepared for ALL the financial “What Ifs” of life and that your money will outlast you!
Would you like that?
If you’re nodding your head then follow this link to start the foundation for your new retirement plan.
FREE DO-IT-YOURSELF RETIREMENT PLANNING SOFTWARE!
CLICK THIS LINK: https://us.planswell.com/discovery/adv-roger-5
It only takes a few minutes and will give you valuable insights at no cost or obligation; you don’t even need to talk to an agent if you don’t want to. If you need assistance just request a call and I’ll be in touch.
Why Choose The Retirement Planners of North Carolina
- Independent Licensed Annuity & Life Insurance pro for 2 decades. I represent many of the top Life Insurance companies.
- Fiduciary
- Insured
- Better Business Bureau A+ rating
- Google & Yelp 5 Star rating
- 2 decades experience in Life Ins. & Annuities
- Specialized training in Estate & Retirement Planning
- Specialized training in tax planning for IRAs & other qualified plans
- My products grow your money with no loss of principal guaranteed.
- Guaranteed Lifetime Income even if your account balance goes to zero.
- Not one of my clients has ever lost a dime and neither will you! The only way your account can go down is if you reach in and pull money out.
Testimonials
