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Our company is composed of financial professionals who offer specialized wealth management expertise to the individual and business marketplace. We have invested extensively in developing income distribution technology and strategies to address client concerns about how much money they can safely withdraw from their portfolio in retirement. We can help answer important questions such as - How much money you can withdraw from your accounts in retirement to make your funds last a lifetime. We can also help you determine if you have saved enough for retirement to maintain your lifestyle. Our firm is one of the few in the nation with a unit with a specific focus on telecommunication workers. In addition, we provide nearly one hundred different fixed products to the investing public. Over the last decade we have placed more than $400 million in fixed products into the marketplace from top name firms such as ING, TransAmerica Capital, Fidelity & Guarantee, Jackson National, OM Financial and others.
Our professionals
have extensive experience and knowledge in the financial products they offer as well as the expertise on how to use those products to provide benefit and protection to the clients we serve. It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well through the years. We take pride in knowing that our clients keep returning to us for advice.
We welcome you
to Investcorponline.com. Here we provide you with a basic understanding of some areas of our business. If you have a need for our service, please call, email or complete one of the forms provided in this site. Thank you for your interest in Investcorp Retirement Specialists, Inc.