Our firm offers several products and financial planning strategies to help you plan your retirement.
Insurance often protects many of the most valuable assets you have: our homes, cars, your health and your loved ones. However, many American’s are unaware of the impact proper insurance planning can have on your retirement.
One area we focus on with our clients is keeping their nest egg as safe as possible, while still participating in market growth. Many retirees underestimate the impact a big market loss may have on the future of their income.
With the right plan, you can earn money with your money—through the use of fixed annuities and life insurance. You can create steady dependable monthly income now, in the future, or whenever you need it most.
- Fixed Annuities
- Life Insurance
- Long Term Care
As an independent insurance firm, we are able to shop dozens of insurance carriers to find the best rates and product solutions to fit your specific needs. We also offer complimentary reviews on your existing fixed annuity and life insurance contracts.
*Annuities are designed to be long-term investments. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency. Guarantees are based on the claims paying ability of the issuing insurance company. Fixed Indexed Annuities are insurance products and not considered a security or investment. Some restrictions may apply. Call for specific details and availability.