Financial Advisors

Senior Opinions allows financial advisors to continue to maintain the management of their client’s Qualified Plan assets.

Under the arrangement, assets are titled in the name of the plan, with self-direction, and with the custodian of choice.

Clients who don’t want to begin or clients that no longer wish to take their Required Minimum Distributions, no longer need to.

Contact us today to discuss your client’s personal situation.

Comments are closed.