Request the Guide to Retirement Housing Decisions
Stay, downsize, or relocate sounds like one question, but it is three tangled together. This guide untangles them, prices each path honestly, and gives you the five-year test that catches bad moves before they happen.
What's Inside
- The one question that should come before stay, downsize, or relocate
- What each of the three paths really costs and really frees up
- The equity options that do not require moving at all
- The five-year test that catches bad moves before they happen
- How to hold the family conversation nobody wants to start
Get Your Resource Guide
Alan Trotsky has been a financial professional for over 40 years. Prior to entering the insurance industry, Alan worked as a CPA serving clients with tax and financial planning. He also has experience providing consulting services to numerous businesses in various industries.
For over 10 years, Alan has transitioned to helping individuals and businesses with their insurance and financial needs and is licensed in the State of Michigan.
Alan works extensively with those on Medicare and specializes with their Medicare options and choices. He also assists with Social Security planning as well as other Insurance needs.
As an independent agent, Alan represents many major companies and offers a wide array of product options such as Medicare supplement and advantage plans, prescription drug plans, Life and Health, Annuities, and others. Alan’s promise is to assist you in finding the best product at the best prices based on your needs.
When Alan is not assisting his clients, he enjoys spending time with his family including his two grandchildren, which keeps him quite busy. He also enjoys following the local sports teams and is a big college and professional football fan. He also likes to exercise by riding his bicycle whenever he has the chance. He has lived in the metro Detroit area for over 40 years.
Alan earned a Bachelor of Science degree from The Ohio State University and an MBA in finance degree from Wayne State University.