Medicare
Original Medicare, Part A and B, pays for many of your health-care services and supplies, but it doesn’t pay for everything. That’s why you may want to consider adding a Medicare Advantage (part C) or a Medicare Supplement. Talk to one of our experts today, that way you can understand your rights and options.
Retirement Planning
Retirement planning refers to financial strategies of saving, investments, and ultimately distributing money meant to sustain oneself during retirement. Many popular investment vehicles, such as individual retirement accounts (IRAs) and 401(k)s, allow retirement savers to grow their money with certain tax advantages.
Life Insurance
Life insurance is a contract between you and an insurer that pays out a sum of money upon your death to those you designate as beneficiaries. You, the policyholder, pay life insurance premiums, or a single premium, in exchange for the coverage. Life insurance can have living benefits that protect you against some or all Long-Term Care cost.
Long-Term Care
Long-term care involves a variety of services designed to meet a person's health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own.
Company Mission
Our mission is to help clients develop and protect their retirement lifestyle against unforeseen losses or setbacks. We hold ourselves to the highest level of personal and professional integrity by finding the right companies and products to meet our clients’ needs. We promise to only recommend insurance products that are in our clients’ best interest.
