Rna Retirement Careers in Jackson, CA

A Certified Financial Planning Firm specializing in Retirement and Financial Planning. At RNA Retirement we help clients transition into their retirement years, covering all aspects of their financial affairs; including insurance, retirement income, investments, estate and tax planning; and the steps they need to achieve their goal for a safe and secure financial future. We founded RNA in 2009 to put our extensive experience in the senior market to work for our clients. As an independent Certified Financial Planning (CFP) firm we are both securities and insurance licensed and take a holistic view. RNA helps clients maximize their 401(k)s, IRAs, 403(b)s, TSAs and pension plans. We carefully examine our clients’ needs and goals and integrate them into a comprehensive game plan using: Smarter, Dynamic Wealth Management, Social Security and Income Planning, Estate Planning, Life Insurance Products, Tax Reduction Strategies, and Retirement Plan Rollovers. Specialties Medicare and Social S