Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

  • Small Business Success Plans
  • Executive Bonus Plans
  • Establishing New Retirement Plans
  • Fed Plan for Federal Employees
  • Coordination of Benefits
  • State and Teachers Retirement systems
  • Medicare supplement and Advantage plans
  • Tax management
  • Premium Finance
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and Annuity products
  • Charitable Giving
  • Mortgage Protection Insurance
  • Group Health
  • Medicare Benefits
  • Senior Life Programs
  • Legacy of Love

 

Many of our team members work together on different platforms bringing their expertise to the team working on your account. We offer a very conservative approach to retirement, and we promise to find the best solutions to the arenas we proudly serve.

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