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Our comprehensive retirement specialists truly put the clients first. Driven to provide the best solutions, we offer nothing but the best products from industry leaders from more than 150 companies.

We are passionate about changing people's lives and protecting them from financial catastrophe due to unforeseen illness and death, and have a responsibility to always educate, and to make recommendations based upon the needs of our clients.

Listed below are just some of the many services we provide at no charge every time we meet with our clients. Contact us for assistance with your needs today.

Medicare Planning / Health

The process of educating you about your rights and options with the Medicare program and associated supplemental services reducing the financial risks associated with medical costs. 
  • Medicare Supplement
  • Medicare Advantage
  • Hospital Indemnity
  • Part D Prescription Drug
  • Cancer Protection
  • Dental/Vision/Hearing
  • Long Term Care
  • Short Term Post Hospital Recovery Care 

Retirement Planning 

Setting aside funds to provide deferred income benefits at retirement. 
  • Rollover IRA
  • Traditional IRA 
  • SEP 
  • CD Alternatives 
  • Annuities

Insurance Planning 

Providing protection for loved ones for life events and/or catastrophes by transferring the risks.  Ensuring lifestyle and asset protection. 
  • Life Insurance
  • Final Expense/Funeral Planning
  • Individual Health Insurance  
  • Wealth Transfer
  • Mortgage & Income Protection 
  • Retirement Supplements 
  • Non-Qualified Deferred Compensation 

Income Planning 

Helping individuals prepare for retirement’s transition from asset accumulation to income generation and asset distribution. 
  • Guaranteed Lifetime Income
  • Survivor replacement income
  • Pension Maximization
  • Disability Insurance

Legacy Planning 

Extends peace-of-mind by having a plan to provide continuation of your legacy. 
  • Gifting
  • Charitable Donations
  • Protection of future generations