With over 34 years of experience and over 85 Million Dollars of assets under management, you can be assured that you are working with a company that has the experience and knowledge that you are looking for today. We specialize in helping people find investment and insurance solutions that meet their goals and objectives. We also add value to our services by keeping up to date on industry and legislative changes on important subjects such as: Social Security, Medicare, Taxes, Asset Preservation, Retirement Planning, Estate Planning, Long Term Care Issues and Investment Alternatives.
Our company representatives are well trained in the areas of:
IRA and IRA Rollovers
401K Rollovers
Fixed Interest Tax-Deferred Annuities
Indexed Annuities
Long Term Care Protection
Life Insurance Protection
Medicare Supplement Health Insurance
CD Alternatives
We are a proud member of the safe money places agent network
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe.
Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH. Please visit our educational website www.SafeMoneyPlaces.com for more information.
ASK US A FINANCIAL QUESTION
Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers.
