Specialties As a retirement guide we specialize in the preservation and distribution of our clients assets with our goal to make sure that YOU Don't Run Out of Money Before You Run Out of Life. And to make sure your beneficiaries receive your assets in the most tax favored way. Planning highlights include.... * Retirement Planning * Buckets of Income - Review of * Lifetime Income Buckets - Review of * Income Distribution - Most Tax Favorable Way * Medicare Planning * Medicare Supplemental Plans * Part D - Prescription Drug Plans (PDP) * Social Security Claiming Strategies * Better Financial Decisions with the use of Wealth Index Report * Estate Review - Online complete Estate Plan Portfolio * 401k and IRA rollovers * Asset allocation - Review of * Educational Workshops * Long Term Care and Life Insurance * Travel Medical - Evacuation Insurance * Trip Cancellation Insurance We're here to help you! History Established in 1999. Meet the Business Owner Gregory P Dunton Business Owner Greg calls himself a Retirement Guide whose job is to 'Guide' you through a successful retirement. His #1 goals is to make sure You Don't Run Out of Money Before You Run Out of Life