Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Fixed Annuities

Variable Annuities

Charitable Strategies

Estate Conservation Strategies

Education Funding Strategies 

IRA Consolidation/Rollover

Mortgage Protection (through life insurance and disability income insurance)

Pension Payout Alternatives

Pension Transfer/Rollover

Mutual Funds


Financial Planning

Estate Conservation Strategies

Education Funding Strategies 

IRA Consolidation/Rollover

Mortgage Protection (through life insurance and disability income insurance)

Pension Payout Alternatives

IRA and Pension Transfer/Rollover

Mutual Funds

Insurance

Disability Income Insurance

Long-Term-Care Insurance

Medicare Health Plans

Term Insurance

Universal Life Insurance

Whole Life Insurance.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

polly@towerfinancial.org(563) 508-4099