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Richard Overson
Group Director at Key Retirement
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Work Experience
Group Director
1999 - Present · 25 years and 11 months
countrywide taylor's estate agents
Regional Manager
Jan 1992 - Jun 1999 · 7 years and 5 months
Financial Consultant
Jan 1990 - Jan 1992 · 2 years
Company Details
2-10 Employees
The Retire Advisory Group is a financial advisory firm serving clients throughout the state of Florida. We specialize in PRINCIPAL PROTECTED RETIREMENT INCOME PLANNING. We have a combined over 27 years of investment management experience throughout our market areas to bring you the highest quality services available today. We understand the importance of having a trusted financial professional you can count on to provide you with accurate and useful information. We will work with you to determine your unique goals, tolerance for risk and specific preferences and then work with our team of qualified Advisors in the areas of investments, tax planning, annuities, insurance and estate planning to develop a strategy that will work for you. Through our many years of service working with countless retirees, we have established a unique and proprietary strategy to create a personal pension plan for many of our clients. Our very unique and specific strategy is one you won’t find anywhere in the market today.
Year Founded
2002
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
11111 Biscayne Blvd Miami, FL 33181, US
Keywords
Income PlanningAsset ProtectioTax Planning
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