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Unlike many Financial Services firms, we do not charge a fee to meet with you and discuss your particular financial concerns. We specialize in creating the best financial plan tailored to your specific needs. We are committed to helping you put a comprehensive plan together to get you on track for both your short and long term goals.
This can give you incredible peace of mind and comfort in knowing you have a solid plan for your future. Since there is no charge for this service, our assistance and guidance is completely based on what’s best for you, the client. It’s our job to create a compelling plan that you feel benefits you and your family’s goals. We feel this is the right way of doing business.
- Retirement funds w/guarantees on principal, growth & income
- Retirement funds that grow tax free and can be withdrawn tax free
- Rollovers of Roth or Traditional IRA’s, 401k’s, 403b’s, etc.
- IRA to Roth Conversions to eliminate future taxes
- Set-up of secure retirement plans for employee groups
- College Savings plans that grow & can be withdrawn tax free
- Small and large business coverage with tax free growth & withdrawls
- Key person insurance with tax free growth & withdrawals
- Fixed Indexed Annuities & Straight Fixed Annuities
- Indexed Life Insurance
- Single Premium Life Insurance
- Term & Whole Life Insurance
- College Funding with tax free growth & withdrawals
- Life Settlements
- Final Expense Policies & More
- Indexed Cash Value Life Insurance Services
- Individual & Business Term Insurance Services
- Medicare Advantage & Supplemental Plans