Consultation

At Retire Happy we provide multiple services from retirement planning to Annuities, Medicare, Long Term Care, Life Insurance for your family, Life Insurance to cover your Funeral, Burial, & Final Expenses, and Life Insurance for your Business such as Key Person or for a Buy-Sell Agreement. 

It all starts with a conversation to assist in determining your needs.  Let’s start there.  Book an appointment with me and let’s get you started. 

~ Mike

• Clarify Goals in retirement and how you will pay for them.
• Address your concerns and expectations for retirement.
• Identify things that could pose a threat to your retirement income and manage them.
• Feel more educated, confident, and in control of your financial future.
• Help you navigate the complexity of financially moving into retirement.