Richard Pelletier is an Investment Adviser Representative, insurance professional, author, and attorney who serves as a Financial Advisor for...
Rhonda Underwood is an Investment Adviser Representative, insurance professional and associate at the H2R Group. Operating as a fiduciary, Rhonda...
Matt Dunn is part of the Help to Retire Group where he serves as an Investment Adviser Representative for his clients. Drawing on 18 years of...
Susan Hopp is a national speaker on the topic of Social Security and Income Planning. She is an Investment Adviser Representative who uses an...
Since 2000, Marcia has helped people integrate strategies to accumulate and preserve financial resources for lifelong income and security. Guided...
Roy Balfour has more than 30 years experience as a successful business owner and financial professional. His focus is to help individuals develop...
Tricia brings a unique skill set and life experience to this vital position here at the Help to Retire Group.
Her term at Mercy Hospital...
Effie's focus is to develop healthcare strategies and financial solutions that are designed to address the unique circumstances of our country...
A sample of ways we can help to manage your interests
As fiduciaries, not brokers, the Help To Retire Group manages portfolios based on risk tolerance.
When Long-Term Care insurance is NOT available, or is approaching its limits for coverage, it's important to look at planning for the next steps in long-term care needs - such as Home Care, an Assisted Living Facility, and/or admission to a Nursing Home.
Planning how much you will need to maintain your Ideal Retirement Lifestyle and where that money will come from requires forethought. Hoping the portfolio will not suffer major drawdowns as you take monthly income to support your dream retirement is NOT a plan. We organize assets and income streams that minimize damage during stock market drawdowns.
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