Personal Planning

For e each personal portfolio, we assist in helping develop financial strategies to generate revenue, protect your wealth, and secure your future. Learn how to fill the gap in retirement planning to create, grow and protect your wealth to have additional tax free income for life. 

College Friends
College Funding and Legacy Planning

College costs are rising than inflation, costing anywhere from $52,000 to $130,000 per year! There are many ways we can help you invest to fund a college education.

This is also why many think they cannot leave a legacy to their children. We can help you plan for both life events.

Hospital Corridor
Accident and Critical Illness Plans

 

If you're sick or injured, the costs can really start to pile up. Our critical illness insurance can help with the treatment costs of life-changing illnesses and health events so you can stay focused on recuperation.

 

Critical illness insurance pays you cash for those costs not covered by your major medical insurance.

Short-Term Disability

 

If you find yourself unable to work, short-term disability insurance will provide cash to help ease the financial stress of a covered illness or injury.

 

This insurance pays benefits (i.e., a monthly amount that is a percentage of your gross income) for a period of time while you are disabled. 

Annuities

 

Today, we’re living an average of 10 years longer than we did in 1950. You may need retirement income that can last into your 80s, 90s, maybe even 100s. Annuities provide three things:

 

  1. Periodic payments for a specific amount of time.

  2. Death benefits. Your beneficiary receives a specific payment.

  3. Tax-deferred growth. You pay no taxes on the income and investment gains from your annuity until you withdraw the money.

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