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About us
Many firms only offer investment strategies and ignore the larger picture. We walk our clients through a detailed planning process that considers their assets, liabilities and income needs. Our planning process walks a client through a 5-step process, Gathering Data and Developing Goals, Evaluate Your Current Financial Status, Assessment we provide of your data/plans/goals, Recommendation from us in a written outline, Take ACTION.
Services
Life Insurance
Long-term Care Insurance
Medicare Advantage
Retirement Planning
Investment Services
Fixed and Fixed Indexed Annuities
Variable Annuity
Mutual Fund
Individual Health
Group Health
Partially Self-Funded
Medical Supplement (Med Supp)