About Us
Planning Futures
COMPREHENSIVE APPROACH
COMPREHENSIVE APPROACH
We have years of experience helping clients prepare for the future while still meeting their financial goals. We excel in:
- Understanding Medicare - Social Security Benefits
- Having Long Term Care protection w/o the expensive premiums
- Retirement Planning Analysis and creating Action Plans that work
- Fixed/Fixed Index Annuities - laddering Inco
We have years of experience helping clients prepare for the future while still meeting their financial goals. We excel in:
- Understanding Medicare - Social Security Benefits
- Having Long Term Care protection w/o the expensive premiums
- Retirement Planning Analysis and creating Action Plans that work
- Fixed/Fixed Index Annuities - laddering Income Riders
- Using Life Insurance for Key Man Insurance and Business Succession Planning
As an independent firm, we can access many different carriers/brokers so you can get the right solutions and services for you.
COMPREHENSIVE APPROACH
COMPREHENSIVE APPROACH
COMPREHENSIVE APPROACH
We use only the highest rated Insurance carriers and primarily serve clients who have a low risk tolerance, yet desire more diversification in both products and ways to invest for the future. You can count on unbiased recommendations and impartial guidance based directly on your personal needs and goals, and not some salesperson's monthly sales quota!
COMMITTED TO SERVICE
COMPREHENSIVE APPROACH
COMMITTED TO SERVICE
Every successful retirement strategy starts with an excellent client relationship. Our mission and values include to create an environment where every woman feels totally comfortable and capable of managing her own financial affairs. She feels safe asking questions, and grows in her knowledge on a regular basis, and becomes excited and confident in her abilities to become financially secure.