OUR SERVICES

Financial Services for Today, Tomorrow, and beyond...

Life Insurance

With the proper planning, you can put your family on the path to a secure financial future, even if you’re not able to provide for them.

401K/IRA/403B/ROTH IRA

How you utilize your 401(k) money depends on your situation and your needs. But one thing is for certain, you shouldn’t leave your hard-earned money behind.

ANNUITIES

(FIXED & INDEXED)
The best annuities can provide retirement income similar to a pension, and principal based on the claims-paying ability of the insurance carrier providing the annuity.

FINAL EXPENSE

A final expense life insurance policy isn’t the same as what’s known as “insuring your life.” Insuring your life concerns leaving your family and loved ones with enough support after you pass away.

SAFE&SMART RETIREMENT PLANNING

Retirement is a major milestone you’ve worked hard to achieve. Yet the reality is that this phase of your life can bring big financial challenges without proper retirement planning.

MORTGAGE PROTECTION

Having a plan for your home, your money, and your possessions – means you can continue to help your family reach goals you set together, even after you're gone.

REAL ESTATE

Real estate has long been a successful strategy for the rich and financially savvy middle class, and it can work for you for less upfront investment costs than you may think.

NEW vs OLD

Which kind of Life Insurance is protecting YOUR Family?

Are you still protecting your family and finances with the “old kind” of life insurance that only pays out if you die? 

Living Benefits life insurance is the new, evolved kind of life insurance.

With Living Benefits, you have the power to accelerate your death benefit while you’re still living if you suffer a heart attack, cancer diagnosis, stroke, or any other Critical, Chronic, or Terminal illness. This ability can help save your financial life, and helps protect you from the cause of 60% of the bankruptcies in the U.S. every year – medical bankruptcy following a critical illness.

It comes down to one simple question:  do you want the option to access your death benefit when you need it most, or not?

BENEFITS OF OUR SAFE&SMART MONEY ACCOUNTS

ARE YOU READY?

  • Grows when the stock market grows
  • Principal guaranteed by the insurance company underwriting the account
  • Gains are locked in at specified intervals, usually annually
  • Multiple tax-advantages to account holder and heirs
  • Cash portion of account can be withdrawn used for any reason
  • Interest is still credited even when money withdrawn
  • Money withdrawn can be 'tax-free'

PROTECT WHO MATTERS MOST

"Somebody is sitting in the shade today because somebody planted a tree a long time ago"- Warren Buffett

DID YOU KNOW?

  • Life Insurance you don't have to die to use
  • Peace of mind for you, your family, and your wallet
  • Supplementing retirement
  • Kids can go to college even if you're not there
  • Pay for electricity, food, and bills in your absence
  • Protection against chronic, critical, or terminal diagnosis

Plan For Your