Our Services

Our Service to You

Discover more about our extensive range of professional services. If you still can’t find what you’re looking for, please feel free to get in touch with us – we will be more than happy to help.

Our Services

Retirement Planning Solutions.

We are all going to eventually retire, therefore taking the time to properly plan is crucial. We provide a full financial needs analysis to ensure our clients are well qualified and aware. Learn more about your current plan whether you have a 401(k), IRA, Roth IRA or simply keeping your money in the bank. We'll compare and provide other option that you may not be aware that is available to you such as a Tax Free retirement strategy.




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Debt Management & Budgeting.

We help you strategies a budgeting plan by simply balancing your expenses with your income. 

In that process, we also help you properly set up a plan of action to tackle your debt so that you can free up money for other plans in your life, whether a well deserve vacation, build your emergency fund, fund your retirement account, etc.


Life Insurance with Living Benefits

Learn about the new type of insurance available for you. This policy is designed to  provide a death benefit and, through optional Accelerated Benefits Rider, protection while you are living if you experience a qualifying terminal, chronic, critical illness or critical injury such as stroke, heart attack, and cancer.  Insurance should cover you and provide security when you are alive. This insurance protects you and who you love.
Types of Life Insurance

Final Expense
(Burial Insurance)

Prevent a GoFundme account for your family.

Final Expense Insurance is designed to cover the funeral cost and bills that your loved ones will face after death. This is an immediate death benefit for beneficiaries to received in most cases within 48 hours. Whether you're 20 or 85 you can qualify for up to $50,000 worth of final expense coverage without a medical exam. 

Mortgage Protection Insurance

 This policy is designed to protect the home owner’s mortgage should they die prematurely or access the death benefit with a qualifying terminal, chronic, or critical illness or injury. The policy can be used to pay off the outstanding loan balance, a large portion, or adjust monthly payments should the family decide to stay. This plan is designed to protect your family, not the bank.

Fixed Index Annuities

An annuity allows a customer to deposit money (premiums) with an insurance company that can earn interest and grow on a tax-deferred basis with the agreement that the insurance company will then provide a series of payments back to the customer at regular intervals.

People typically purchase annuities to provide or supplement retirement income they will receive from Social Security, pension benefits, investments and other sources. You can convert your annuity into a stream of income that can then be paid over a fixed period or for your lifetime.


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