SERVICES

Retirement Strategies - Tax-Efficient Income For Life Retirement Strategies (Never run out of money in your Retirement Years !) Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Estate Preservation / Leaving a Legacy of Love - Tax-Efficient Transfer of Assets to Love One's . Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management / Tax-Efficient Wealth Accumulation Strategies - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Senior Benefits - Assistance on Medicare Advantage Plans, Affordable Medicare Supplement Coverage, Affordable Prescription Plans, Affordable Final Expense Life Ins Plans (Non-Medical, No Blood or Urine Specimen Exam. Just a simple Yes or No Health Questions)

Senior Life Insurance Benefit - For un-insurable Seniors with major health challenges - GUARANTEED Approval Life Ins Coverage ! (Absolutely No Medical Questions, No Medical Exam, No Paramed Exam, Instant Coverage based on Graded Benefit Schedule. Period !)

Asset Protection and Medicaid / Medicare - Protect your Hard-Earned Retirement Funds and Personal Assets from the Catastrophic High Cost of Long Term Care Expenses. And  maintain your Dignity and Independence.

Mortgage Protection Insurance and Term Life Insurance - that pays you all your out-of-pocket cost back at the end of 15, 20 or 30 years you select. (100% Return of Premium available)

Cancer / Heart Attack / Stroke - Protect yourself and love one's from the financial devastation of being diagnosed suddenly of Cancer. Or suffer from unexpected Heart Attack or Stroke. Affordable premium. Get a lump sum Cancer benefit up to $50,000 - (Heart Attack / Stroke up to $12,500 lump sum benefit)

College Aid-Eligibility StrategiesCollege Funding  Recommending sound College Aid-Eligibility Strategies & Tax-Efficient College Funding / accumulation strategies to help you pay for your children's education

Qualified & Non-Qualified Retirement Plans - Annuities, IRA, ROTH-IRA, 401 K, 403 B, TSA, Pension Plans and other Retirement Plans.  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate financial vehicles to help you reach and exceed your goals. 

Executive / Employee Group Benefits, Buy-Sell Ins Plans, Keyman Ins Plans, Business Continuity Ins Plans - Helping your business grow , attract and retain qualified employees through benefit packages.

Life Insurance Plans - Term Ins, Term Ins with Return of Premium Plans, Whole Life Ins, Universal Life Ins, Fixed Index Universal Life Ins, Single Premium Life Ins Plans

Health Insurance (Individual and Group) , Dis-Ability Income Protection Ins, Accident plus Hospitalization Ins Plans, Long Term-Care Ins - Various Affordable Insurance coverage's to protect you from incurring unnecessary Out-of-Pocket expenses

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