We are Independent -We are Fiduciaries and put Our Clients interests First
We protect your future by providing insurance benefits such as health, life, disabilty and LTC insurance. We then help to grow your wealth by creating ongoing contibutions to retirement plans, investment accounts and college plans.
We are independent and have the ability to use Advisory accounts and institutional investment options such as REITs, Business Development Companies, Options,Managed Futures, Structured Notes and other investment options.
We look forward to serving you and consider referals from our clients as a compliment and thank you for a job well done.
Newsletters
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How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.