John O’Connor & Associates LLC |
Description: Find the right retirement expert to help you with the most critical stretch of your investment lifetime.
As seen in Kiplinger's RETIREMENT PLANNING 2022 Your Guide to a Secure Retirement:
MARK P. BECQUE, ARIZONA In 1990, Mark opened his own insurance brokerage, now called Green Valley Financial. He’s a fact-finder who uses a three-appointment approach. “I’ve had people I’ve just met say they want to open an account with me, and I say, you need to do your due diligence in researching me and my recommendations. When people see that you’re really serious about listening to what they say, then a different, more qualitative relationship grows between you and them.”
PAUL IVANOFF, CALIFORNIA Paul Ivanoff, Founder/CEO of Ivanoff Advisors, is a retirement planning and Long-Term Care expert. He has been a financial advisor for over 40 years and has a passion for helping retirees attain financial security as they plan for their retirement. He is also a member of a renowned advisory board that assists other advisors in improving their practices around the country. Paul resides in Cypress, California, with his wife Suzanne, who is an independent Medicare agent with the top ca
John O’Connor & Associates LLC |