More than Money

Gene and Alyssa answer questions: She asks what she must do to change the beneficiaries of her will? They ask how to get complete retirement advice rather than just investments? They ask if they should pay off their mortgage that carries a 1.99% interest rate? She asks what to do with an annuity that was intended for her daughter who recently passed?  And we are still feeling very, very blessed Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or