What We do
We help individuals and families create a blueprint to manage their finances, build wealth so they can secure a comfortable, tax-free retirement, and leave a strong financial legacy to their loved ones. We partner with realtors, mortgage professionals, insurance agents, tax professionals, and financial services professionals to help them enhance their current platform by providing a value-added program to their clients.
With many years of experience, we bring peace of mind to families by preparing them to face major life challenges such as terminal, critical and chronic illnesses. We also help families protect their home and all their valuable assets.</p
Tax-free Retirement Planning
Have you heard of the rule of 72? Learn how to use this secret of the wealthy to retire tax-free, worry-free, and leave a legacy for your loved ones. Let’s connect today so we can create a plan tailored to your retirement needs and goals.
College Planning
Set the right account to pay for college for your children without paying taxes. We take the hassle and worry out of college planning. Learn more.
Permanent Life Insurance
Most people think that they have to die to use their life insurance policy. Let us show you how you can use your life insurance while you’re still alive. Protect the people who depend on you financially, and access your death benefit early in the event of chronic, critical or terminal illness. This is not a long-term care plan.
Mortgage Protection
Protect your home and ensure that your mortgage is paid off in case of any unforeseen circumstances, including the death of the bread winner of the family. Learn how to protect your most valuable asset.
403 (b) set-up and roll-over
Educators, state and/or Government employees, make sure you’re set up properly to retire worry-free and you don’t outlive your retirement funds. Find out how.
Executive Bonus Plan
For Business owners to use as a retention tool. Retain your most valuable employees with this plan. Ask me how.
Business Protection/Key Person Insurance
Can your business continue to prosper if anything happens to you, a business partner, or a key employee? Protect your business and get income replacement through this plan. Let’s connect!
Term Life Insurance
Explore when it’s appropriate to have term insurance so you don’t throw your money away.
Final Expense Insurance
Have you had that conversation with your loved ones about planning for your funeral? It’s not a fun conversation, but they’ll be grateful to you for planning it and providing the funds for them to take care of these end-of-life expenses. Find out how you can get some very affordable plans to meet your needs and budget.
Hospital Indemnity Plans
Does your health insurance require you to pay the first few days of hospitalization? Get a very affordable plan that covers this expense for you.
Medicare Advantage / Medicare Supplement Plans
Do you have questions about navigating the complex Medicare world? Connect with us to understand all the components of Medicare and explore which plan will work best for you.