Retirement
We offer financial and health related retirement planning services to individuals and groups.
Using:
- IRA's
- SIMPLE's
- SEPT's
- 401k's
- 401k Rollovers
- 529 College Savings Plan
Early retirement planning with professionals creates graceful retirement.
Will you be ready? Over the last 20 years, college costs have risen at more than twice the rate of inflation.
WE WORK TO EARN YOUR TRUST
If you are looking for dental and vision insurance to cover you and your family during your retirement years, we have an individual plan which will meet your needs.
Clicking the Citizens Security Group logo will take you directly to the retiree portion of their web site where you can view their dental and vision plan offerings, or look for a provider in your area. Clicking on your plan(s) of choice will show you cost and coverge options, and you can click on the application link near the bottom of the page. You will need to print out the blank application form; then complete the application form; and then fax the completed application to Krol Insurance at 502-875-3615.
Please do not hesitate to contact us at 502-875-3477, or 1-800-467-5765 toll free to discuss your retirement and estate planning needs.
Clicking the CompBenefits logo will take you directly to their web site where you can access their dental enrollment form (C550) online. You may also view or print out the schedule of benefits from that web page. CompBenefits will allow you to fill out the form online.
Click the “Contact Us” button to send us a request, and I will contact you to discuss the details of your particular needs.
