Ed Slott IRA Advisor
Why we joined the Ed Slott IRA Advisor Group—
America’s IRA Experts
Ed Slott and Company is the nation’s leading source of accurate, timely IRA expertise and analysis. They are an educational company focused on helping Americans avoid the pitfalls of more taxes and penalties associated with unreliable, inadequate planning.
You’ve probably seen him on the very popular PBS series RETIRE SAFE AND SECURE! where he is featured regularly. You can also view these PBS presentations on YouTube station ED SLOTT AND COMPANY IRAtv.
Their goal aligns with ours—helping American’s keep more of their hard-earned money.
Retirement planning is complicated. Your retirement income is at high risk for being lost to taxes and fees if you are not aware of changes to turbulent tax code and IRA pension rules and regulations.
You need IRA and tax expertise from a proven and trusted source—and that’s Ed Slott’s IRA Advisor Group. We’ve invested in education and training in the latest tax, IRA, pension, and retirement income strategies.
Paige and her team worked tirelessly to bring Circle of Care to small, underserved communities. And everyone benefitted. Their commitment to these local communities is exactly what it takes to make a difference and proves that even small steps make a big impact.
Paige’s enthusiasm and creativity are contagious. Her ideas on legacy planning and fund raising have given us momentum in ways we’re just now coordinating with the national agenda. She is a valued volunteer. Not only does she have the vision, she has the tenacity to deal with the details and specifics we need to keep our efforts on track and she takes the time required to be successful.
Paige has been able to make the very complex and confusing world of annuities understandable. She’s been easy to work with, available for our questions and concerns, and worked patiently with our crazy schedules. We gladly recommend her for your personal and business financial planning needs.
