Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Services
What is Life Insurance? Life insurance is a contract between the insured and an insurance company and is a way to provide protection against the economic loss caused by the death of the insured. The main reason for life insurance is to provide income replacement to your beneficiaries if you die.
But if you are interested in estate planning, cash accumulation, wealth transfer, and estate tax liquidity, life insurance can help you achieve these goals as well.
But if you are interested in estate planning, cash accumulation, wealth transfer, and estate tax liquidity, life insurance can help you achieve these goals as well.
Long-term care insurance is not protection for you. It's protection for your family. It's not a question of who will take care of you. Your family will because they love you. Instead, it's a question of how your family will take care of you and the impact it will have on them. Long-term care insurance allows your family to keep the promise they made to take care of you by providing the funds to help them do it better and longer.
Planning for retirement has two phases. The accumulation phase and the distribution phase. We evaluate both of these phases up front to understand how much income your retirement savings will produce. An annuity is a contract in which an individual agrees to pay premiums to an insurance company and receives, in exchange, a regular stream of income payments from the issuer either now or at some time in the future.
Health Insurance is on just about everyone's mind these days. With all the new laws concerning ACA (affordable healthcare), it's hard to know just what to do. Contact our office and we can help you get signed up for the coverage that best fits your needs. Are you a member of the Federally recognized tribe, or an Alaska Native Corporation shareholder.
The price is the only difference between a Plan F from Company A or Plan F from Company B. The benefits are all the same. Today, all companies utilize electronic claims payment. They absolutely MUST pay the bill on Medicare-approved claims. While it is important to shop with "A" rated carriers for strength, it is equally important that seniors not fall in love with a brand name with Medicare Supplement insurance.
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