There are a variety of choices for the money you want to keep safe. It’s important to make informed decisions about which choices work best for you.
We’ll help you evaluate and prioritize your needs, and fit you with the best scenario for income, asset accumulation, or wealth preservation.
Life Insurance
FOR YOUR LEGACY
Helps pay final costs for burial, cremation, service fees, out of state travel, and legal fees.
Covers debts and provides income replacement for loved ones.
Provides inheritance dollars for the people you love.
Covers taxes that might be due and protects your estate.
Helps you meet your charitable goals
Annuities
FOR RETIREMENT INCOME
Investment to help protect you from outliving your income, providing you peace of mind.
Prevent losses no matter what the stock or bond market is doing.
Annuities can be left to beneficiaries as a lump sum or income stream.
Fixed annuities are one of the safest investment products available.
Most annuities have provisions to add a long term care provision.
We have relationships with these companies to help you with your investment and insurance needs:
