Rick Alford

Rick Alford, CRP, President
Office 972-731-2539 | Cell 214-762-1905 

Summertime sun & fun!

"Thank you"  for the opportunity to serve your retirement needs. I wish you the best Summer has to offer. Enjoy! 
            -Rick Alford  
Don't give your retirement savings to Uncle Sam

With all the ways to build your retirement, one would think there were many options to protect it. Unfortunately, that is not the case.

Watch  Ed Slott, CPA explain how you could lose more of your retirement savings to "Uncle Sam" than anticipated, and what you can do about it.
Believing these Social Security myths could make you poorer in retirement

If you're like many retirees, your Social Security checks will account for a large portion of your retirement income.

But, how well you understand the ins and outs of these benefits could make a big difference in how much you receive over your lifetime.
Why Fixed Indexed Annuities are continuing to increase in popularity
Do you have questions?
  • Are you worried about outliving your retirement nest egg?
  • What are your existing sources of retirement income?
  • Are you concerned about a possible future health issue?
A Fixed Indexed Annuity may be the answer...
June 2019 Edition
Index Universal Life:
What are the benefits?

Would you like to know more about the strategy of using an Index Universal Life (IUL) policy in your retirement portfolio?

Watch Doug Andrew explain IULs and why they could work for you.
This material has been prepared for informational and educational purposes only. It is not intended to provide and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.
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