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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
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Health Insurance - How It Works
Without health insurance, a single illness can cause serious, and often irrevocable, financial hardship.
Insurance of any kind is intended to transfer financial risk to an insurance company in exchan...
Read More of this ArticleIntroduction to Long-Term Care
Long Term Care Insurance
What is Long Term Care
Long Term Care is the assistance individuals need when they are unable to care for themselves and need help with Activities of Daily Living (ADLs) - b...
Read More of this ArticleIntroduction to Medicare
The Medicare Program
Medicare is a health insurance program for:
People age 65 or older.
People under age 65 with certain disabilities.
People with End-Stage Renal Disease (permanent kidney fail...
Read More of this ArticleIntroduction to Financial Planning
Proper Planning
The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial plann...
Read More of this ArticleWhat Is The Coverdell Education Savings Account (ESA)?
One of new products that came out of the Budget Reconciliation Act of 1996 is the Coverdell ESA. The Coverdell ESA offers the potential for tax-free growth when you use the account to fund a child's q...
Read More of this ArticleCreating A College Funding Strategy
Saving for college isn't easy, but the earlier you start the better off you'll be. For example, if you save $60 a month for 17 years earning 8% per year, you will have over $25,000 by the time college...
Read More of this ArticleSmarter Decisions
Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.
Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
Specialized Advisers
Who offer personalized solutions of high quality products and retirement planning services.