Our Qualifications

Retirement Income Resources representatives have been working with individuals for many years. Our representatives use their extensive personal and professional experience in all areas of financial planning to help you pursue your goals.

They hold multiple professional designations and are licensed and registered to sell a variety of financial real estate and insurance products.  Retirement Income Resources' specialty is in integrating a client's real estate holdings with the client's other financial assets, forming a cohesive retirement plan that seeks to provide asset protection and a contiuous income stream.  We work closely with the following firms to provide investment and advisory/planning  services:

We offer access to securities through J. P. Turner & Company, LLC, a registered broker/dealer and a member of SIPC. Headquartered in Atlanta, J.P. Turner & Company, LLC has over 150 branches nationwide to provide stock brokerage, investment banking and other financial services. We offer access to investment advisory and financial planning services through JPT's sister company, J.P. Turner & Company Capital Management, LLC, a registered investment advisor. Retirement Income Resources is not affilaied with J.P. Turner & Company, LLC or J.P. Turner & Company Capital Management, LLC

Through  Estate Planning Team Inc. we provide access to the legal and estate planning services required associated with the capital gains tax deferral product "The Deferred Sales Trust™."

.We have also developed solid working relationships with two leading Californian accountancy and real estate practices:

Silicon Valley Accountancy Corporation; George Pinto, CPA and Milan Kojnok, CPA as principals specializing in:   401K Planning, Closely Held Business accounting services and Foreign Tax Transaction services.

Century 21 Champion:  One of Century 21's top producing franchises in Northern California has established a department led by Herbert Gong and Elise Erwin to provide real estate investment, exchange and relocaton advice.  Herbert and Elise have over 30 years of combined experience in the real estate industry.

We look forward to speaking with you.