Dunton Health and Wealth

Specialties

As a retirement guide we specialize in the preservation and distribution of our clients assets with our goal to make sure that they don’t run out of money before they run out of life. And to make sure their beneficiaries receive their assets in the most tax favored way.

Planning highlights include…

* Retirement Planning

* Buckets of Income — Review of

* Lifetime Income Buckets — Review of

* Income Distribution — Most Tax Favorable Way

* Medicare Planning

* Medicare Supplemental Plans

* Part D — Prescription Drug Plans (PDP)

* Social Security Claiming Strategies

* Better Financial Decisions with the use of Wealth Index Report

* Estate Review — Online complete Estate Plan Portfolio

* 401k and IRA rollovers

* Asset allocation — Review of

* Educational Workshops

* Long Term Care and Life Insurance

* Travel Medical — Evacuation Insurance

* Trip Cancellation Insurance

We’re here to help you!

History

Established in 1999.

Established in 1999