More than Money

Gene and Alyssa answer questions including: He asks for us to explain the basics of a reverse mortgage? He is a retiring school teacher and wants to know how to accept his pension? She wants to know if a specific annuity would be a good investment for her? He shares that State Farm is not accepting Umbrella liability policies at this time.  Why? 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 email