Roger Shires, CLU, ChFC has over 35 years as a Financial Professional. He has worked as a stockbroker, insurance agent, insurance manager and insurance regional director. This has given him experience in the overall financial product industry and how each might be used most effectively. Whether you need help in protection, wealth accumulation or retirement planning, he can advise you of the most effective opportunities and solutions based on your individual needs.
Our focus is on the age 40 and over client. We offer the best Income Planning help available. We utilize a unique computer software program, ''Dreamware'', that allows a client to see their retirement picture and make changes if needed to have enough income and for it to last as long as they do. In addition to financial products, many people are concerned about their needs for life insurance, disability, Long Term Care Insurance and other protection type products. Do you need them? How much do you need and so forth. The ''Dreamware'' software allows us to illustrate what coverage, how much, and how it ultimately will effect your retirement plan and income. We would welcome the opportunity to do a complete Income Planning Program on your situation utilizing the unique capabilities of the ''Dreamware'' software progam.
We welcome you to our Web Site. We tried to provide the viewer with a basic understanding of some subjects we specialize in. If you have a need for our service, you can call or complete one of the forms provided.