Products & Services

How We Work

At The IRA Specialists, we provide assistance in the following areas:


Stocks, Bonds, Mutual Funds

IRAs (Traditional, Rollover, Roth, SEP, Simple)

Variable Annuities

Fixed Annuities


Financial Planning

Retirement Planning

401(k)/403(b) Planning

College Savings Plans

Estate Planning

Profit Sharing/Defined Benefit Plans

Debt Management


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Tax Planning

Tax Credit Investing

Tax Strategies

Roth Conversions

Maximizing Social Security Benefits

When should you begin collecting your benefits?

Spousal benefits


Comprehensive Beneficiary Designation Review

Do the designations on your accounts align with your estate plan?

How do the custodial default instructions align with your estate plan?

Do you have a sufficient contingency plan in place?

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm will aim to reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

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. | 303-771-4727