about us

The Retirement Advocacy Group™ specializes in the specific financial needs, problems and opportunities of investors over the age of 55. It is a professional firm designed to assist retirees in preserving their assets and standard of living. Retirees can better organize their financial affairs when they know about the options and solutions available to them -- beyond what they are told by their stockbrokers, financial planners and lawyers. The Retirement Advocacy Group™ first educates retirees about their alternatives and then assists them in implementing the proper actions. The Retirement Advocacy Group™ Services: Estate Planning – Includes assistance with living trusts and elimination of estate taxes. Retirement Planning – Invest and get money out of IRAs, rollovers and pensions. Long Term Care – Assistance with obtaining insurance or qualification for Medicaid. Income Enhancement – With immediate annuities. Investment Management – Help increase and preserve income and assets. The Retirement Advocacy Group™ also helps its clients find unique solutions to their financial problems, such as: How to sell real estate or stock without capital gains. How to pass assets to the next generation and beyond without estate tax. How to have your investments keep pace with the stock market while guaranteeing principal using index annuities.