Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, only 27% of American workers are very confident that they will have enough money for a comfortable retirement.1 Additionally, an estimated 61% of American workers report feeling stressed about preparing for retirement.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

* 1 Employee Benefit Research Institute. April 23, 2020. “2020 Retirement Confidence Survey Summary Report.” https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7. Accessed Aug. 28, 2020.
* 2 Ibid.

OUR SERVICES

RETIREMENT INCOME STRATEGIES

RETIREMENT INCOME STRATEGIES

We can help you decide which types of products may work best within your overall financial strategy.

WEALTH MANAGEMENT & INVESTMENTS

WEALTH MANAGEMENT & INVESTMENTS

You may be able to use time to your advantage when investing for wealth accumulation.

LIFE INSURANCE

LIFE INSURANCE

If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.

TAX-EFFICIENT STRATEGIES

TAX-EFFICIENT STRATEGIES

Rising taxes may be a concern for anyone — especially for individuals approaching retirement.

ANNUITIES

ANNUITIES

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

ASSET PROTECTION

ASSET PROTECTION

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.

LONG-TERM CARE STRATEGIES

LONG-TERM CARE STRATEGIES

We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.

IRA/401(K) ROLLOVERS

IRA/401(K) ROLLOVERS

We can help you determine if a rollover is the right move for you.

IRA LEGACY PLANNING

IRA LEGACY PLANNING

If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.

We can also refer you to professionals who provide the following services:

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