Our company is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. Our professionals have extensive experience and knowledge in the products they offer as well as the expertise on how to use those products to provide maximum benefit and protection to the clients we serve.
It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice.
It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice.
Services
Life insurance is an essential part of financial planning. One reason most people buy life insurance is to replace income that would be lost with the death of a wage earner. The cash provided by life insurance also can help ensure that your dependents are not burdened with significant debt when you die.
When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer. First on the list should be plans where the employer makes contributions and/or matches your contributions. Next should be any IRA's that you qualify for.
An annuity is a contract issued by an insurance company. It is a unique financial product that provides tax deferral of interest and capital gains and the option (if funds are annuitized) of a guaranteed monthly income for life. Although annuities can serve various needs, the primary purpose of an annuity is that of a retirement vehicle for the annuitant, the person who will usually receive the annuity benefits.
Over 50% of all bankruptcy's in the United States come from people who are affected by a Critical, Chronic, or Terminal Illness. Surprisingly the majority of the bankruptcy's came from people who have health insurance plans. It started when one of our agents family members got diagnosed with a brain tumor at age 30 unexpectedly.
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