Retirement Planning

It's been said,  "It's not what you earn, it's what you keep"

Our team of highly skilled professionals and experts are ready to design a plan that will keep what you've earned safe. Given all the stock market turmoil as a result of the Corona Virus Pandemic, a safe haven for your money will have sleeping well at night.

Annuities: Fixed, Indexed, Single Premium, Deferred.

Tax Planning

Business-Transition

Estate Planning.


Life Insurance

Whole Life

Indexed Life

Key-Man

Executive Compensation

Term

Final Expense.


Let's Talk about Level Funded Group Health PlansT

Plans Offered from the Top Carriers such as Aetna, Allstate

How much or your retirement are you willing to lose?

Our Services

Medicare Consulting

Since 2003 over One Thousand Beneficiaries have been successfully guided to a positive outcome.

Turning 65, renewals, moved to a new location.

Medicare Supplements

Medicare Advantage with prescription drug coverage

Medicare Advantage without drug coverage

Stand-alone drug plans

Senior Dental

Medicare group retiree carveouts.