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
JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.