Wealth Protection and Retirement Planning
What is your biggest concern when you think about the money you have saved and how that savings will help or hinder your vision for retirement?
Individual and Personalized
To listen to your needs and concerns first and foremost.
To protect your retirement income and savings from market fluctuation and loss.
To help you achieve realistic and solid gains.
To protect inherited income from probate and certain tax consequences.
If desired, to create a guaranteed lifetime income stream.
If desired, to help protect income for Long Term Care purposes.
Our owner’s approach and experience
Our product specialty includes but is not limited to
- 401k/403b and retirement account rollovers and transfers
- IRA and Roth IRA
- Fixed, Fixed Indexed and Multi-Year Guarantee Annuities
- Dividend paying and participating whole life insurance