Products & Services

We provide assistance in the following area

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 Strategies
• College Plans (529, Custodial)
• 401(k), 403(b), Profit Sharing Plans
  
• Tax-reduction strategies
• FDIC-insured CD's
• Real Estate limited partnerships (REIT's)