High Option Retirement Planners, LLC

 

    PERS/Retirement Review

 

 

 

Phone: 541.924.2426                                    PO Box 1806

Toll Free: 800.397.4822                               375 Pacific Blvd. SW

Cell: 541.760.5457                                        Suite B

Fax: 541.812.1525                                        Albany, OR 97321

Waldport: 541.563.3440

E-Mail: bertguptill@hotmail.com

Call 1-800-397-4822

Bert Guptill

Registered Representative

 

Securites offered through American Independent Securities Group, LLC

Member NASD & SIPC

1036 E. Iron Eagle Drive, Suite 120 Eagle, ID 83616 208.489.3131

(High Option Retirement Planners, LLC., is not affiliated with American Independent Securities Group, LLC.)

Retirement Savings Review - 403(b) (7), SEP, 401K (Is the Roth or Traditional IRA

better?)

Educational / College Funding (Are the new 529 Plans best?)

 

Long-Term Care and Disability Insurance (Are your assets worth protecting?)

Business Continuation Concerns? (Buy-sell or stock redemption planning?)

Life Insurance and Annuities (Die too soon? Live too long?)

Estate Planning - Team

Rollovers - 401-K, PERS, IRA (Keep Control.)