Advanced Retirement Solutions
Aiding in your successful retirement journey
Who We Are
Rhonda Underwood
Rhonda is Founder and Managing Director of Advanced Retirement Solutions Drawing on 15 years of experience, Rhonda develops financial programs and insurance strategies that address the unique circumstances of our country’s growing mature population and their adult children. While catering to a wide demographic. Her integrity and no pressure approach have granted her the opportunity to work with individuals across the country in the areas of retirement planning, investment advisory, and insurance. For the risk adverse investor, her strategy behind using insurance based programs is: safety, growth and control. Rhonda’s commitment to this financial planning process has allowed her clients to achieve:
•Competitive returns with no market risk • Maximization and securitization of estate assets • Reduction of taxes • Protection against estate liquidation due to chronic illness • Financial peace of mind.
Valerie Underwood
Valerie is a Medicare advisor who specializes in helping people understand their Medicare options and choose the plan that is right for them. She is passionate about helping people navigate the complex world of Medicare. Valerie is Certified through AHIP (America’s Health Insurance Plans) and the Medicare Carriers throughout New England. If you are turning 65 or are already enrolled in Medicare, Valerie is a great option. She is a knowledgeable and experienced advisor who is dedicated to helping her clients succeed in Medicare.
Services We Provide
Below are just a few examples of services we provide to our clients:
Federal Health Insurance for people age 65 or older
Funeral and Burial Cost Insurance
Term and Whole Life options
Strategic Consultation for protecting assets, avoiding liabilities, and creating income streams