What We Do
401k, 403b and IRA rollovers, Retirement Savings Protection, Fixed Indexed Annuities, Life Insurance Services, Qualified Domestic Relations Orders, and Medicare Plans (Medicare Advantage, Prescription Drug Plans & Medicare Supplement).
Retirement Savings Protection
Life Insurance Services
Determining a plan for protecting a clients 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.
We are Authorized Medicare Plan Agents with many of the leading providers.
Prescription Drug Plans
Medicare Supplement Plans (Medigap)
Let us assist you at getting the right Medicare Plan for all of your health care needs.
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
Social Security Income
Long-term Care, and more