About Me
Laura Peery is a Licensed Retirement Income Advisor, National Long-Term Care Plan Specialist (endorsed by Dave Ramsey as a Ramsey-Trusted Pro) and Medicare Plan Advisor helping clients navigate and understand Personal Pension IRA accounts, ROTH conversion strategies, long-term care plan designs options & comparisons, affordable short-term care plan alternatives, tax-efficient wealth and legacy-planning strategies.
She serves her clients as a fiduciary offering resources for guidance related guaranteed lifetime income, risk management, RMD, IRMAA, tax planning and social security.
Areas of Service:
- Colorado
- Florida
- Georgia
- Indiana
- Iowa
- Kentucky
- Maryland
- Michigan
- North Carolina
- Ohio
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
- Washington
- West Virginia
- Wisconsin