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  • Savings / Retirement
  • Medicare
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Retirement Savings Specialist

Protect Retirement money! Know your Retirement options

That's why so many have chosen to work with me

Whether you need to rollover your retirement money from your 401(k) or Pension plan,  or perhaps you've worked hard and your retirement savings is in CD's, you can be assured that we will always have your best interest at heart and will only work with well established companies.

The stock market goes up and down, know your retirement options!  

Need Estate planning help? No worries! Years of experience with trusts and wills aid me in working with your Attorney or CPA.

What would you like to achieve?

There are many strategies and options to achieve your goals!  Lifetime income that you cannot outlive, Multi year guaranteed earnings All while being conscience of the Tax implications in order for you to achieve even more!

Questions? Contact me

Some Frequently asked Questions...

  • How can I reduce my Taxes?
  • Can I avoid Fees?
  • I don't want to lose any money, what do I do?
  • How do I avoid Probate?
  • Can I make sure certain Family members get my money when I die?
  • How can I get MORE money to go to my loved ones?

ichosewesley.com

Call or Text 903-268-7693

Call or Text Wesley

ichosewesley.com

Office located at 3253 County Road 2176 Greenville, TX 75402

(903) 268-7693

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