Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Hours
Regular Hours
Mon - Wed:
Thu:
Fri:
Sat:
SunClosed
Services/Products
Being independent, we work for you, the client. While representing over 60 different financial companies, we can be sure to help you find the best solution for your financial needs. Our services include: Life Insurance Estate Conservation Strategies Business Succesion-Buy/Sell Insurance Charitable Giving Strategies Education Funding Strategies Retirement Income Strategies 401(k) Rollovers IRA Consolidation/Rollovers Fixed Index Annuities Pension Maximization Strategies Long Term Care Insurance Medicare Supplement Coverage Group/Individual Health Insurance
Amenities
Our excellent customer service sets us apart. We have local, accessible professionals ready to work with you. Extended office hours on Thursday evening and Saturday morning. Residential appointments are available. Clients are provided at no additional cost: A yearly review of their financial strategy (quarterly reviews are available) Monthly newsletters on relevant financial topics Updates on specific product offerings Workshops/Lunch and Learn at various times and locations. Client appreciation events
Categories
Estate Planning, Probate, & Living Trusts, Annuities & Retirement Insurance Plans, Financial Services, Health Insurance, Life Insurance, Long Term Care Insurance, Retirement Planning Services