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  • Annuities
  • Life & Long-term Care insurancesBob Poor

As a Certified Senior Advisor (CSA) and as a member of the Society for Certified Senior Advisors, my professional focus is the senior community of Washington County. With over 20 years of financial services experience, my specialty involves helping seniors deal with the financial aspects of pre-retirement and retirement. You may already know of me through my monthly column "Ask Bob" which appears in the "Young at Heart" senior edition of the Herald Mail newspapers.  

My expertise is in using the tools of my trade to be of financial assistance to retirees and their family members. For example, I am experienced in Reverse Mortgages, which are particularly helpful to seniors for paying off first mortgages and freeing up funds for living expenses. Some seniors have paid-up insurance policies and/or annuities which can be used to fund long-term care insurance. An idle IRA might be suitable to fund a guaranteed lifetime stream of income to supplement retirement income. These are just a few of many such examples for seniors.


There is no charge to meet with me, to discuss needs and options available to improve your finances.Let's see what we can do to help you with your particular concerns...all in confidence.
Call today...301 739-1963.

R. A. Poor Associates

Senior Financial Services
19014 Cherry Tree Drive
Hagerstown, MD 21742

Ph: 301-739-1963

Fax: 301-739-1963

E-mail: r.poor@myactv.net

Website: www.reversemortgagenation.com/robertpoor


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I am interested in more information on the following:

Annuities (Fixed and Index)
Asset Shifting
Focus Groups
Guaranteed Lifetime Income
Income Planning Tax Tips
Life Insurance
Long-Term Care
Retirement Income Planning
Reverse Mortgage

 
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VA Veteran & Widows Pension Benefits

You served your country, now get the long-term care assistance benefits you deserve. Regardless of your financial situation, if you are a Wartime Veteran or the Surviving Spouse, there's financial assistance available. Just click here to learn more.

Select one of our other services for more information

For additional information or provider inquiries

Contact Bob Poor, Certified Senior Advisor - 301-739-1963 / r.poor@myactv.net Our Website Address
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