Services

Services We Offer

Serving our clients is our priority

Whether you’re a beginner saver, planning for retirement or even a business owner, we can tailor a strategy to fit your needs. We take an educational approach to cover general financial concepts, complete a financial needs assessment & risk tolerance profile, and we put together recommendations to help you accomplish your financial goals.

 

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Term & Permanent

Life Insurance

When looking for life insurance it's important to consider many factors to ensure it meets your financial objectives. We help our clients calculate the proper amount of coverage they need, as well as educate them on the types of policies available to ensure they properly protect what's most important to them. We offer our clients all types of life insurance policies and we represent many carriers, to ensure we bring the best to our clients.

401k Rollovers

After leaving your employer it is important to consider your options. We help clients review their old 401k's and provide strategies that can provide guarantees with growth potential; as well as offer plans that provide clients with guaranteed income, similar to pensions.

Let us help you review your options.

IRAs/Roth IRAs

We specialize in helping clients set up new IRA, SEP IRA, and Roth IRA accounts, ensuring a smooth and hassle-free process. Our team also assists with rollovers, making it easy to transfer existing retirement funds. Whether you're starting fresh or optimizing your current plan, we provide expert guidance every step of the way.

Final Expense Insurance

Funeral cost are rising fast & most families are not prepared financially to cover the funeral costs. People are relying on GoFundMe and donations to help pay these costs. Final expense insurance is paid to beneficiaries within a few days of the passing of their loved one & does not require any labs or physical exam. Guarantee approval options are also available.

401k Company Plans

& Business Valuation

We help set up company 401k plans, as well as offer plan comparisons for businesses with existing 401k plans, to see If we can save you money and provide added benefits.

We also offer our business owner clients a free business valuation in partnership with BizEquity.

Executive Bonus Plans

Executive compensation can play an important role in helping small businesses attract and maintain the human capital the organization needs to succeed. These plans are a way for business owners or companies to provide additional supplemental benefits to key employees or executives of their choice.

Key Man Insurance / Buy Sell Agreements

& Business Valuation

The only guarantee in business is that there are no guarantees. Since there is an amount of risk to nearly everything a business owner must handle, it is important not to leave things up to chance. Have a solid plan in place to provide a proper safety net.

We help businesses assess which strategies best suit the needs of their business. We also provide to our business owner clients a free report from Biz Equity.

Children's Savings Plans

Set up your children or grandchildren early for their future. Let us show you plans to start building your child's or grandchild's financial future.

Long-Term Care /

Living Benefits

We are living longer, but not healthier lives. According to recent data, 42% of Americans have two or more chronic diseases & critical health issues, such as diabetes, cancer, stroke & heart attack.

These don't just impact our health, they also impact our finances & often times the lives of our loved ones. Long term care & living benefits can provide financial support in the event of these illnesses.

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