Products & Services
We provide assistance in the following areas:
Insurance
- Life Insurance
- Disability Income Insurance*
- Long-Term-Care Insurance*
- Individual and Group Health Plans
- Supplemental (Gap plans)
- Medicare Supplements
- Medicare Advantage
- Part D (drug plans)
- Dental/Vision
*Availability varies by carrier and state
Financial Strategies/Investments
- Retirement Plans (IRA, Roth's)
- Brokerage Accounts (Stocks, Bonds, ETF's)
- Mutual Funds
- Annuities
- Estate Planning Strategies
- College Plans (529, Custodial)
- 401(k), 403(b), Profit Sharing Plans
- Tax Planning Strategies
- FDIC-insured CD's**
- Real Estate limited partnerships (REIT's)
**CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas investing in securities is subject to market risk including loss of principal.