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Retirement Help Center

Your Trusted Retirement Resource

R James Smathers, CLU, RCIP

Retirement and Life Insurance Specialist

 

Phone:  814-226-5000  Fax: 814-226-8699

Toll Free: 800-243-2625

 

Please Fill out the form below to receive your Free Information

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Email:

 

Phone:

 

Address:

 

City, State, Zip:

 

Best time to contact you: ____________________________________

I am interested in the following:

 

Preparing for retirement

 

Preserving asset in retirement

 

Estate Planning with Tax Advantaged Resources

 

Transferring assets to beneficiaries

 

Potentially increased returns

 

Rolling over 401K or other Qualified Plans

 

Long Term Health care for retirement

 

Annuities

 

Providing income in retirement

 

Life Insurance

Comments:

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        Turning 65 soon??
Talk to one of our Health Insurance
specialists today about how to
prepare for Medicare.  Contact Us 

Title & Notary Services now offered
in two locations:
Clarion and Butler.


400 Main Street | Clarion, PA 16214 | Phone: (814) 226-5000 | Toll-Free: (800) 243-2625 | Fax: (814) 226-5731
 
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