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RETIREMENT BENEFITS & CHOICES LLC

The Scoop About Us

We founded Retirement Benefits & Choices LLC out of a pure passion for people:

  Tommy has spent the greater part of the last decade helping agents and advisors place assets for clients in 38 states to the tune of over 1.5 billion dollars. He has helped carriers with building products, new allocation options, competitive intelligence, industry updates, and been in strategic meetings to help guide the growth for the insurance carriers. He has continually been a top performer and prides himself on helping others. His goal was to make sure that clients were placed in the best solutions possible that met their goals and objectives for retirement. Tommy was quick to let an agent or advisor know if a scenario wasn't the best fit for the respective client. 

Sarah has spent the last decade being a registered nurse and making sure that people are taken care of, to the best of her abilities, when they are their most vulnerable. She frequently witnessed scenarios where life unexpectedly was cut short or new findings meant major life changes for family members. No matter the situation Sarah was quick to respond with the best options and would take the time to address the family members. She also frequently attended work trips with Tommy and found the similarities in their roles and decided to get licensed as a financial professional.  Her natural love for helping and finding the best course of treatment really comes through when meeting with prospective clients and helping them decide what they should do. 

Tommy & Sarah are high school sweethearts who grew up in Iowa and have raised four children near their hometown. They are proud to support their community and help clients navigate the intricacy and complexities that come with life and retirement. 

Our goals, ambitions and inspirations have come together to form a truly amazing company that all of us are proud to be a part of. Get in touch to learn more about Retirement Benefits & Choices LLC, and how we’ve been loyally helping our customers with the best experience on their way to a happy retirement.

Retirement Family Rollover Transfer 1035 Exchange Inherited IRA NQ Stretch Taxes Financial Planning Wellbeing Insurance Annuity Life
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