Lara, Shull & May, LLC--Rick Gow

About Lara, Shull & May, LLC--Rick Gow

I work with individuals in all stages of retirement planning, providing a professional, yet personal approach, dealing with finances as individuals and their families near or are in retirement.  I focus on developing a retirement strategy specific to individual needs incorporating both retirement income generation and principal protection.  I create a personal Life Plan while working hand in hand with care providers, estate & elder law attorneys and accountants to maximize the estate.

 

Areas covered:

  1. Retirement Income Planning               
  2. Asset & Portfolio Reviews                            
  3. Income, Disability & Asset Protection
  4. Funeral Trust Planning 
  5. Long-Term Care Insurance: Traditional & Alternative
  6. Wills, Trust & Wealth Transfer Planning
  7. Lifetime Income Source Reviews
  8. Term, Whole, Universal Life Insurance Coverage

 

Initial Consultation Free of Charge.

 

Securities and Investment services offered through Lara, Shull & May, LLC, Member FINRA, SIPC.  Insurance products offered through Lara, Shull & May, LLC. Investments carry risks, including the loss of principal.

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

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