Services

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
ROTH 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