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The big picture retirement strategies you implement today directly impact your retirement income later. The Norris Financial Insurance Group assist clients by diversifying their retirement savings with the guaranteed income stream of annuities, the tax-free advantages of permanent life insurance, and rolling prior employers' 401ks/IRAs into a new qualified retirement program.

Think of an annuity like a self-made pension. An annuity can offer lifetime income by converting a portion of your savings at or before retirement. This is why almost every "big name" financial expert endorses annuities for retirement income. The Norris Financial Insurance Group has access to every major annuity product available and will guide you through the decision making process.
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South Coast Insurance Agency is one of the few organizations guiding parents on setting up special needs trusts so their children can have a prosperous life after their guardian passes away. There is no one-size-fits-all solution. There are three components to creating a financial plan for a special needs family member.
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