Montana
LICENSES & ACCREDITATIONS
Retirement Income Specialist, Life, Accident & Health Licensed, Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
Retirement Income Planning, Asset Maximization, Wealth Protection, Annuity Specialist
Mike Richardson has helped his clients increase their retirement accounts without the constant pressure of market volatility. An example is John and Robin who are 5-10 years from retirement.
Their goal is to continue their standard of living during their retirement years. They want to learn how to convert their retirement savings into income and to ensure they do not outlive their savings.
Many of their concerns are focused on market volatility, inflation, potential tax increases, and when to take social security. Medicare planning, and how to deal with long term care expenses and how to leave a legacy for family and charitable organizations are very important goals for John and Robin.
Start Planning Your Future Today
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