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What We Do

401k, 403b and IRA rollovers, Retirement Savings Protection, Fixed Indexed Annuities, Life Insurance Services, Qualified Domestic Relations Orders, and Healthcare Plans (Medicare Advantage, Prescription Drug Plans & Supplement).
Retirement Savings Protection
Life Insurance Services
Financial Planning Education
Retirement Savings Protection
Life Insurance Services
Medicare Plans

Determining a plan for protecting a client's retirement starts by “listening” with intent to our customer. 


Often, the customer isn't certain of what they need, but they are only absolutely certain of what they want; which is to protect their hard-earned savings from the Wall Street Casino.

Life Insurance is becoming a major part of the family budget; as it can immediately become the only source of income upon the death of the primary wage earner.

Having a life insurance policy is recommended for those who would leave a burden behind in the event of death.

Educational Workshops
Qualifed Orders
Educational Webinars
Medicare Plans

We are Authorized Healthcare Plan Agents with many of the leading providers.


We offer:

Medicare Advantage

Prescription Drug Plans

Medicare Supplement Plans (Medigap)


Let us assist you at getting the right Healthcare Plan designed to meet your needs.

Free Webinars

Qualified Domestic Relations Orders ("QDRO's") is a federally mandated court order enforced following a dissolution or divorce.


Used in the division of the party’s various retirement assets (like 401k’s) and various pension plans, that were accrued during the marriage.

We conduct regularly scheduled Educational Workshops and Local Group Seminars.


Retirement Income Protection

IRA/401(k) Rollovers

Social Security Income

Life Insurance

Long-term Care, and more

We have Live and Pre-recorded webinar events designed to help you better understand your Retirement and Medicare options.

View our Webinars now!

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