We Offer Services in These Areas
Retirement Planning
Risk Management Insurance
Risk Management Insurance
- Retirement Planning Services
- Social Security Claiming & Strategies
- Fixed Index Annuities
- Roll Over Options
- Self-Directed IRA
- Roth IRA
- Pension Plans
Risk Management Insurance
Risk Management Insurance
Risk Management Insurance
- Life Insurance
- Senior Plans
- Disability Plans
- Mortgage Insurance
- Cancer Plans
- Long-term Care
Estate Planning
Risk Management Insurance
- Wills
- Living Recovable Trusts
- Asset Protection
- Avoiding Probate
- Health Care directives
- Power of Attorney
- Gifting Strategies
Business Owner Planning
Investments & Alternatives
- Employee Benefit Plans
- Key Man Insurance
- Cash Balance Plans
- Succession Planning
- Non-Qualified Plans
- Retirement Plans
- Owner Benefit Plans
Federal Employees
Investments & Alternatives
Investments & Alternatives
- Federal Benefits Analysis
- FEGLI Cost Analysis
- Supplemental Benefits
- Paycheck Protection (short term disability)
- NTEU Member Supplemental Benefits
Investments & Alternatives
Investments & Alternatives
Investments & Alternatives
- Stocks, Bonds, Mutual Funds
- ETF, REIT, etc
- Trusts
- College Savings Plans
- Cryptocurrency
- Life Settlements
- PreciousMetals
My Clients Come to Me When They:
✖ Are ready for a solid plan to eliminate their debt without sacrificing their lifestyle
✖ Are tired of writing big checks to the IRS every year
✖ Are concerned about paying too much in taxes while in retirement
✖ Need alternative ways to save and finance their lifestyle and businesses
✖ Still have doubt as to if they will have a Good retirement
✖ Want to ensure they leave a legacy to their family in the most tax efficient way possible
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