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Our Services

Annuity

Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.

For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor.  

Long-Term Care Insurance

One of the greatest potential risks faced by Americans is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses.

                                                           

Life Insurance

The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.


Estate Documents

Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing these important papers, you can help your family more easily get through the probate process and properly distribute your assets

Financial Freedom

What if we could show you how to be out of debt in 9 years or less including your mortgage without spending any additional dollars than you are spending right now?