Financial Services - Sarasota, Florida, United States
Robert has enjoyed the financial services industry for the past 29 years, and holds his insurance license in the state of Florida. Through excellent listening skills and real world experience, Robert inspires his growing retiree client base to take informed action and implement simple strategies that can guarantee your lifestyle income and potentially avoid loss of asset value. Robert strives to educate retirees about understanding how taxes, risk, health care costs and fees retirees pay will effect their retirement plan. Through a quality client relationship team and regular communication Robert has built and maintained a long term client base. -Retirement income and asset planning for 29 years -Specialize in lifestyle income planning and preserving your retirement assets -We provide unbiased information about annuities, life insurance and asset based long term care -We have access to all the financial tools that can guarantee your "lifestyle" income and assets so you do not "outlive" your money. -We are licensed with nationally recognized mainstream companies we communicate with you regularly and our recommendations are easy to understand.
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