Services

Wellness Solutions… our unique participatory preventative medical plan provides a comprehensive solution for wellness at work

Term Life…insurance that provides coverage at a fixed rate of payments for a limited period of time.

Final Expense…is a smart way to protect love ones from the unexpected costs associated with funeral services.

Mortgage Protection…helps protect family members from foreclosure when the family member earning the most income passes away.

Tax Free Retirement..uses fixed-index crediting methods to accumulate cash value that can be converted to a tax-free retirement income stream offering you the chance to take advantage of only the upside of the market without the downside risk.

We provide assistance in the following areas:

Insurance
· Policy Performance Evaluations
·        Key Man, Buy-Sell
·        Disability Income
·        Long term Care
·        Employee and Employer Benefits

Financial Planning
·        Retirement Savings and Distribution Strategies
·        Traditional / Roth IRA's
·        Simple / SEP IRA's
·        401 (k) Rollovers
·        401 (k) Planning
·        Estate Planning Strategies
·        Money Purchase Plans
·        Profit Sharing Plans
·        403 (b) / TSA Planning
·        College Savings Strategies
·        Tax Efficient Investment Strategies
·        Business Transition Planning
·        Risk Tolerance & Time Horizon Evaluations

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