Financial Services

A wealth of available financial solutions through our experienced financial experts.

To develop a financial plan for your future, it’s important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. We work with a team of dedicated professionals in our network to advise you on all aspects of your financial future.

Services we offer

  • Retirement Planning
  • Income Planning
  • Wealth Accumulation
  • Asset Protection
  • Estate Planning
  • Revocable Living Trust Funding
  • Tax Planning
  • Life Insurance
  • Irrevocable Life Insurance Trusts
  • Annuity Planning
  • IRA Legacy Planning
  • IRA, 401(k), Thrift Saving Plan, 403(b) Rollovers
  • Long Term Care Protection
Wealth Management and Retirement Income Planning

We manage the preservation, growth and safety of your retirement income by making the best of use of your 401(k), 403(b), TSP, IRA’s and CD’s. We find the safest methods that guarantee growth on your income during the accumulation phase of your life, and then set you up with guaranteed income during the distribution phase of your life.

Insurance Planning

Fixed and Fixed Index Annuities, Life Insurance, Long Term Care Insurance and Medicare Supplemental Insurance are services that we provide. There are many new products from top rated companies that offer a variety of innovative solutions which we can help our clients explore. Learn about the latest benefits that combine Life and Long Term Care Insurance with guaranteed tax deferred growth on your income.

Estate Planning

Estate planning is the greatest gift you can give to your loved ones. We help you organize your assets so that they will be securely distributed to your family and charitable organizations after you die. Whether you need a Living Trust, Last Will and Testament, Power of Attorney, or need to understand how to transfer an account, Life Insurance or investment post-mortem, we will make sure you are prepared.

Retirement Education

We hold seminars, webinars and one-on-one consultations so that we can share with you the most current, factual and un-biased information about how to get the most out of your lifetime income and retirement.

Our System

Meet and Greet

We get to know you and your retirement goals.

Compile Data

We gather your information to understand your current situation.

Analyze & Prepare

We find solutions that are guaranteed to meet your goals.

Show and Tell

We show you what we found and explain how they meet your goals with guarantees.

Implement

After you agree, we put the new plan to work.

Follow Up

You are our client for life. We keep in touch with you periodically to see how you are doing.

Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters.

Schedule a time to discuss your financial future

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