Roy Brett, President of Landmark Senior Resources Insurance Service, is a senior financial and estate planner who has helped people who are retired or planning their retirement for more than 30 years. His personal specialty is helping his clients create customized plans to maximize their pension incomes and protect their savings. Roy earned his CLU designation from the American College in Bryn Mawr, Pennsylvania in 1975. He is also an LUTCF.
Roy has advised thousands of retirees on how to protect their assets, increase their income, and reduce their taxes. He has lectured on matters of financial strategies for retirees and people about to retire for groups such as General Electric, Telephone Pioneers (telephone company retirees), SIRS, physicians’ groups, and church organizations.
He lives with his wife Elaine, who is the general manager of his company and specializes in working with single women, and he has three grown children. He has served on numerous church vestries and stewardship committees.