Secure. Happy. Retirement
Thrive without caring how the market performs.
We help you get Rule #1 of Retirement right, so everything else can fall into place!
We focus on building your retirement Master Plan
By making sure the Four Cornerstones of Retirement are in place and secured, we can offer you a secure, worry-free retirement!
Each year, choosing a Medicare Health Insurance plan becomes more difficult due to new plans, features and benefits. We have access to all plans to…
Make sure you Get Retirement Right by focusing on the Number One most important thing in retirement... and it's not your assets
Estate planning is simply having a plan to make sure your assets are passed to those who you intend once you are no longer here.
The big unknown in a sound retirement plan is is not if you'll need chronic long term health care, but when... and for how long.…
We value our clients!
My 401k was down over 20% and Cindie's IRA was close to that. We were tired of hearing, "Hold on, it will recover." We don't have time for it to recover. We were happy for a safe option we could count on
Tom & Cindie
Cranberry Twp
I was confused. I was worried by what I was seeing on the news. I worked hard to save and couldn't afford to take a loss. I was thrilled to find out their was a way to protect my retirement
Cheryl
McCandless
I was ready to quit working. But I wasn't sure I would have enough money each month. Todd and Bill came up with a plan that gave me more guaranteed money each month. What a pleasant surprise!
Joanne
Shaler
Our clients’ Success Stories is what matters most!
The most important yardstick we are measured by is our clients’ wins. Safety, security and the confidence of a guaranteed monthly retirement paycheck are far more important in the long run.
When people take the main retirement risks off the table, and have simple to understand plan – that’s the key to a worry free and fulfilling retirement.
Our team is expert at Retirement Income Planning!
Bill Kardos, CRC
Retirement Advisor
Todd Luniewski, LUTCF
Financial Advisor
Kathleen Smith
Relations Manager
Cindy Wilcosz
Agency Operations
Ready to find out how you can have a Safe, Happy Retirement? Find out how…
Address:
5700 Corporate Drive< Suite 485,
Pittsburgh, PA 15237
Call:
(412) 838-9643
