Maintaining Your Standard Of Living

Is your IRA an IOU for the IRS? Consider a Roth Conversion

For more information, CLICK HERE to set up a quick phone call on one or more of the following topics.

Nest Egg Protection

Income Planning

Medicare Planning

Roth Conversions

Wills & Trusts

Long Term Care Planning

Legacy Planning

Estate Planning

Tax Planning

Required Minimum Distribution Planning

Customized Social Security Analysis

For the Retirement Discovery Questionnaire

GET IN TOUCH

Is your IRA an IOU for the IRS? Consider a Roth Conversion

For more information, CLICK HERE to set up a quick phone call on one or more of the following topics.

Nest Egg Protection______________________ _________Income Planning

Medicare Planning_________________________________Roth Conversions

Wills & Trusts___________________________________.___Long Term Care Planning

Legacy Planning_________________________________.._Estate Planning

Tax Planning_____________________________________._Required Minimum Distribution Planning

Customized Social Security Analysis

For the Retirement Discovery Questionnaire

GET IN TOUCH

Address

Park Towers

5314 S. Yale Ave. Suite 605

Tulsa, OK. 74135


GREGORY F. BRINKMAN LUTCF, LACP, NAIFA, AFC. LICENSED IN OK, TX, FL, MI, AZ.

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