Services We Offer
Services We Offer
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Serving our clients is our priority
Whether you’re a beginner saver, planning for retirement or even a business owner, we can tailor a strategy to fit your needs. We take an educational approach to cover general financial concepts, complete a financial needs assessment & risk tolerance profile, and we put together recommendations to help you accomplish your financial goals.
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Term & Permanent
Term & Permanent
Life Insurance Plans
Life Insurance Plans
When looking for life insurance it's important to consider many factors to ensure it meets your financial objectives. We help our clients calculate the proper amount of coverage they need, as well as educate them on the types of policies available to ensure they properly protect what's most important to them. We offer our clients all types of life insurance policies and we represent many carriers, to ensure we bring the best to our client
Mortgage Protection
Mortgage Protection
Protect your home and your family’s peace of mind. Mortgage protection insurance helps ensure your loved ones can keep the house if something happens to you.
Children's Savings Plans
Children's Savings Plans
Set up your children or grandchildren early for their future. Let us show you plans to start building your child's or grandchild's financial future. With as little as $50/month.
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401k Rollovers
401k Rollovers
After leaving your employer it is important to consider your options. We help clients review their old 401k's and provide strategies that can provide guarantees with growth potential; as well as offer plans that provide clients with guaranteed income, similar to pensions.
Let us help you review your options.
IRAs/Roth IRAs
IRAs/Roth IRAs
We specialize in helping clients set up new IRA, SEP IRA, and Roth IRA accounts, ensuring a smooth and hassle-free process. Our team also assists with rollovers, making it easy to transfer existing retirement funds. Whether you're starting fresh or optimizing your current plan, we provide expert guidance every step of the way.
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Final Expense Insurance
Final Expense Insurance
Funeral cost are rising fast & most families are not prepared financially to cover the funeral costs. People are relying on GoFundMe and donations to help pay these costs. Final expense insurance is paid to beneficiaries within a few days of the passing of their loved one & does not require any labs or physical exam. Guarantee approval options are also available.
Executive Bonus Plans
Executive Bonus Plans
Executive compensation can play an important role in helping small businesses attract and maintain the human capital the organization needs to succeed. These plans are a way for business owners or companies to provide additional supplemental benefits to key employees or executives of their choice.
Key Man Insurance / Buy Sell Agreements
Key Man Insurance / Buy Sell Agreements
& Business Valuation
& Business Valuation
The only guarantee in business is that there are no guarantees. Since there is an amount of risk to nearly everything a business owner must handle, it is important not to leave things up to chance. Have a solid plan in place to provide a proper safety net.
We help businesses assess which strategies best suit the needs of their business. We also provide to our business owner clients a free report from Biz Equity.
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