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Rick Graham CFP, CLTC
Senior Advisors Network IRA Doctors.com LLC

Serving Marion, Hamilton, Boone, Hancock, and Henry Counties

8515 Cedar Place Dr #108 Indianapolis, IN 46240


I have been serving the Indianapolis area since 1984. I received the designation of Certified Financial Planner in June of 1997. As you may or may not realize, the CFP designation is the most respected financial services designation by many financial professionals as well as most in the senior community. As a planner I consult with my clients and help them look at the real life financial and emotional issues that we all must face as we move into the later years of our lives.

I am also Certified in Long Term Care with the CLTC designation. I recently organized and hosted a CLTC training for serious Long Term Care planners in Indiana. The graduates from the class include many high level Long Term Care Specialists throughout Indiana.

My focus are is helping retirees to maximize their IRA planning. Many people are unaware of the many pitfalls they face with regards to their IRA after they retire. I educate retirees and help them to fix the problems they don't even know they have. It's kind of like their doctor who helps them get their blood sugar under control. They probably didn't even know they had the problem until their doctor helped diagnose it.

I love working with retirees and feel like I'm making a real difference in the lives of lots of people.


Contact

Please contact me at:

IRA Doctors.com LLC
Senior Advisors Network
8515 Cedar Place Dr #108 Indianapolis, IN 46240
Email: rick@sradvisors.com
317-538-1052 (office)
317-255-9344 (fax)

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