Financial Planning
Insurance is a crucial step in planning for you and your family’s future. It can fulfill promises and obligations to your family if you are no longer living. We offer a wide variety of coverages to provide what is right for you, now and in the future.
Retirement Planning
Today more and more people are maintaining their current lifestyle well into retirement. Modern retirement is active, engaging, and independent. As a society, we are generally taking better care of ourselves and, as a result, we’re living longer. These factors affect the way we must plan for our retirement, and odds are against winning the lottery. Spending time with your family and friends, pursuing your hobbies, learning new things, volunteering for your favorite charity – imagine the possibilities.
Be sure to view our frequently asked questions for additional information about financial planning.
Long Term Care
Long Term Care The most important family coverage for America Long Term Care is one of the least understood insurance coverages in America and one of the most important to families. Most people believe that long term care is a type of coverage for older Americans who are 65 and older; however, anyone may need […]
Annuities
Annuities Americas best choice for long-term safety and return What is an annuity? Annuities are long term investment contracts issued by insurance companies. In the past, annuities were fairly simple and bland. Today there is a wide variety of annuities that range from simple to complex. In today’s environment, the number one priority I recommend […]
Frequently AskedQuestions
Frequently Asked Questions General Investment Life Insurance Retirement Planning Questions What are the advantages to using an independent agent to purchase insurance? By using an independent agent to purchase insurance, the policyholder receives more than just personal service. Generally, independent agents have a broader range of knowledge and products to customize an insurance policy to […]
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