Specializing in helping seniors with their financial goals and retirement needs.
We also can help in the following areas:
- Life Insurance
- Term Insurance
- Personal Financial Planning
- Financial 'Peace of Mind' For Our Clients
- Return of Premium Term Insurance
- Long Term Care Insurance for Retirement
- Key Person Insurance
- Life Insurance - Guaranteed Income for Life
- Educating 401k Plan Participants
- Educating 457 Plan Participants
- Educating 403b Plan Participants
- Rolling Over 401k or 403b Plan
- College Planning
- Individual IRAs-Traditional and Roth
- Safe Money Alternatives
- Simple IRAs
- Retirement Planning & Income
- Retirement Help
- Estate Planning with tax advantaged resources
- Protecting assets in retirement
- Financial Planning
- Retire Financially Independent
Come to our "Help Centers" for additional information!
Bruce Sankin is an experienced financial executive providing a diverse array of financial services, information, and technological resources to address the individual needs of each client.
Bruce's Mission: To educate, inform and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future.
Check the background of this investment professionals associated with this site on FINRA's BrokerCheck: www.finra.org/brokercheck
