Services
How We Work
My expertise is dealing with these critical situations:
* seeking to help clients retire successfully with grace, dignity, and enough money.
* allocating assets, including 401(k)/403(b) and IRA rollovers, and inheritances in the pursuit of safety, income and growth.
* assisting in the selection of pension options.
* striving to reduce income and estate taxes.
* reviewing long term care and life insurance needs.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
derek.vogt@securitiesamerica.com | (610) 827-1870