SERVICES
How We Can Help
Our mission is to serve people in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
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Market Risk
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Withdrawal Rate Risk
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Longevity Risk
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Medical Expenses/ Long-Term Care Expenses
We can help you reduce these risks through a wide range of services and solutions, including:
Annuities
An annuity can be the barrier between you and running out of money. See how you can set up an income for life.
Life Insurance
Choosing the right Life Insurance plan can be difficult. We're here to help you find which policy is perfect for you.
Long-Term Care
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Medicare Supplements
Medicare supplement insurance can help pay some of the health care costs that basic Medicare does not cover
Social Security Benefits
The new 2015 Bi-partisan Budget Act has made changes on how you can claim social security benefits...
Burial Insurance
Most people do not want to be remembered for having left their family with a financial burden. We have burial plans...
Income Protection
For most people, being out of work can mean a total loss of income, loss of buying power and depletion of savings to pay bills.
College Planning & Funding
We have partnered with an organization that has an A+ rating with BBB to help students/parents with college selection, planning and funding strategies.
Individual Retirement Account
The rules regarding the IRA qualified plans are among the most complex in the tax code.
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Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.