Our Qualifications

Why should I work with you instead of another professional?

When you have heart problems, you go to a cardiac specialist, not a general practitioner.  Similarly, when you partner with American IRA Advisor, you work with an advisor who has extensive experience in complex issues like pre- and post-retirement planning, portfolio research and monitoring, health care proxies, insurance planning, as well as income, probate and estate tax minimization. 

You get answers to questions like, “How can I protect my principal and insure a lifetime income?”  A thorough review of your current situation with specific suggestions for improvement will help you achieve your financial goals. 

The bottom line is, you get a skilled and proficient advisor helping you define and meet your financial goals, letting you concentrate on important things like your job, your leisure time, and your family.