Retirement Services

Strategies that allow you to enjoy your retirement

Retirement can be one of the most personally rewarding, but financially challenging periods of your life. You’ve worked hard to get to where you are. We will work with you to understand your goals and help you pursue them so you may achieve the retirement you envision.

JA Counter can help you understand the four phases of retirement.

  • Gearing Up: Get help prioritizing savings and setting financial goals.
  • Building Wealth: Optimize your retirement strategy and save more.
  • Getting Ready to Retire: Create an income strategy and prepare for retirement.
  •  Living in Retirement: Manage your retirement portfolio so it can last.

We do not offer every plan available in your area. Currently we represent 9 organizations which offer 64 products in your area. Please contact, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. JA Counter and Alera Group are not affiliated with Cambridge. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: FL, IA, IL, NE, ND, WI, MN, TX, VA. Agency is not affiliated with Medicare or the government.

Ready to work with us?