About Us |
Randy Hart | Retirement Planning Specialist
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Randy Hart is a financial and insurance professional that has a long, 25-year history in the financial services, insurance, and education field as both an advisor and a teacher. Randy is also an Approved Retirement Specialist with NEA (National Education Association) and helps his client’s to protect their financial futures, legacy, and standard of living by providing thorough education for each piece of advice. Randy has assembled a unique team of people that includes; a Social Security Professional, Tax Professional, Wealth Protection and Income Professional, Wealth Transfer and Legacy Professional, and a wide array of other people dedicated to finding the right answers in their prospective fields, with Mr. Hart specializing in bringing everything together with his licenses covering wealth, life, health, and disability. Randy is also an International Association of Fire Fighters Approved – First Responders Program Specialist. As an independent agent, Randy is always helping his clients find the right solutions using every available company and product available. With any recommendations that his team provides, he is always providing easy to follow education for his clients as well as personalized presentations about your specific needs.
Outside of his financial life as a registered representative of Supreme Alliance LLC, Broker Dealer Member FINRA; Randy enjoys spending time with his family attending his son’s college baseball games. A family man and educator to his core, any financial questions will always be worth a friendly conversation with a kind and informed individual! |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
