Specializing in helping seniors with their financial goals and retirement needs.
We also can help in the following areas:
- Life Insurance
- Term Insurance
- Return of Premium Term Insurance
- Educating 401k Plan Participants
- Educating 457 Plan Participants
- Educating 403b Plan Participants
- Rolling Over 401k or 403b Plan
- Retirement Help
- Protecting assets in retirement
- Financial Planning
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.
