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About Retirement Thru Design |
| Retirement Thru Design is a Safe Money planning firm . From I.R.A.'s and 401K rollover's to all phases of Estate Planning, we are dedicated to one simple fact. You reach your goals regardless of outside factors such as stock market or interest rate fluctuations. Our planning strategies are the result of over 25 year's of NOT MAKING EXCUSES! You will never hear the tired phrase of " Hang in there the markets coming back! and you're in it for the LONG HAUL!" |
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Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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I have NEVER had a client who was not happy |
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| Q. |
What services do you provide? What are your specialties? |
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Retirement Planning, Estate Planning, Safe Money Alternatives. Insurance Evaluation IRA/401k Roll-overs, Non Tax -qualifies Funds |
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| Q. |
What is your experience? How many clients do you currently manage? |
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25 years First VIce President with 3 New York Firms. |
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| Q. |
What financial institution(s) do you represent? |
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18 of the Worlds Largest insurance Firms |
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What are your qualifications? |
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BCE Degree- Board Certified Estate Planner combined with 25 years experience |
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| Q. |
What is your approach to 401 K plan rollovers? |
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Review existing plan and lay out options available . Educate client and make certain all goals have been covered. |
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| Q. |
How long does the process of rolling over a 401K plan usually take? |
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What financial institutions do you represent? |
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18 of the Worlds Largest insurance Firms |
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| Q. |
How many years of experience do you have? |
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What are your fees for this service? |
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How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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My plans are bullet proof. No one has EVER lost a penny using my strategies! |
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