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
  • Final Expense
  • Recovery Care / Post Hospital

Retirement Planning 

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

Insurance Planning 

Providing protection for loved ones for life events and/or catastrophes by transferring the risks.  Ensuring lifestyle and asset protection. 
  • Life Insurance
  • 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

Let’s start the conversation today.
Call or contact us to learn more.

Retirement Transition

We realize that retirement can be overwhelming, and you should know that most people transitioning to retirement feel this way. We provide you with a great financial education so you can make good decisions.

Wealth Accumulation

Whether you’re saving for a down payment on a home, considering the cost of your children’s college education, or working to reduce credit card debt, we can help design a plan that will allow you to reach your specific goals.

Financial Management

We know the challenges that you face to make sure you meet the current and future financial needs for your loved ones. Sometimes, it’s not a matter of what you do—maybe it’s just a matter of how you do it.

Plan, have a process, execute that plan, and expect to succeed.