Reasonable rates with professional, confidential and prompt service in the comfort of your home or our office.
We provide strategies to legally keep more money in your pocket and less in Uncle Sam's.
As we transition into retirement and the cost of goods and services continue to rise preserving your assets so they may provide needed income becomes more of a priority.
Gives you the potential for interest crediting to your account based on popular stock indexes with no risk to your principal.
Provides safety and security with predictable and minimum guaranteed interest rates to use as a source for future income needs.
For those who need an income plan with tax advantages and guarantees that the income will always be there with no market risk, even for life.
As you head into retirement or are already retired, know all your options with the hard earned money you saved to retire with. Don't become a victim like the employees of World-com and Enron.
Receive a free assessment of how much money is coming in and going out of your household. Most people do not realize how much either are and not knowing can ruin your financial security.
With the recent Affordable Care Act changes to health insurance it is important to know your options so you get the best healthcare for your money.
Having the proper documents so your care can be provided the way you wish when you can no longer express yourself is more important than even a Will.
Medicare does not cover everything. Know your options to cover the 20% that Medicare does not cover.
Still one of the best basic tools to use for financial security and in retirement, a planning devise that can supplement lost income.
Most of us will have some sort of illness before we die and will need custodial care which is not covered by Medicare or your supplement. Planning ahead will give you more options and preserve your financial security.
Today the average funeral costs $8,000.00 and even basic cremation costs 2 - 3 thousand dollars. Add to that credit card and medical bills that might be left after your gone could leave a lot of unpaid bills. Often Final Expense Plans are the best way to prepare for this eventuality.
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