Melinda A. Moros (CA#0E59115) - SafeMoney.com

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California

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Lifeline Innovations & Insurance Solutions LLC Vice President
Address:
2950 Buskirk Ave Ste 300 Walnut Creek CA 94597

Phone: 925-239-8800

Mobile: 925-202-7552

Website:

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As a Retirement Planning Specialist and speaker, Melinda Moros helps families to protect their assets and create financial security using Safe Money concepts and financial vehicles independent of Wall Street. In her “spare time”, Melinda has been working on a book entitled, “The Great Retirement Hoax: How the IRS and Wall Street Have Gutted the American Dream and How YOU Can Retire in Comfort and Dignity”.

With a Bachelor’s degree in Management from St. Mary’s College of California, Melinda specializes in a service called “Retirement Rescue” which helps her clients preserve their wealth by using tax-efficient strategies to neutralize RMDs and pay less taxes in retirement. Melinda is always searching for new ideas to better benefit her clients’ financial situations and is highly regarded by her professional colleagues. She also specializes in helping pre-retirees prepare for healthcare expenses in retirement by offering highly-rated Medicare plans and innovative hybrid Long-Term Care insurance which is guaranteed to pay either Long-Term Care or life insurance benefits.

Melinda spent many years in the corporate world, specializing in financial management for Information Technology, including consulting for Fortune 500 companies. She has authored and delivered technical and financial presentations for large companies and professional associations. Following her corporate career, Melinda chose a career in financial services so that she could help families and individuals incorporate innovative financial concepts to save money, build wealth, and reduce taxes... safely!

Originally from Western New York, Melinda has made her home in the San Francisco East Bay Area for over 30 years. She currently resides in Concord along with her furry and feathered family. Melinda believes in giving back to her community, and in her spare time, she volunteers with a local horse rescue organization and fosters ("spoils") her favorite horse in the beautiful rolling hills below Mt. Diablo.

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