is the day to start planning for the goals that matter most
There are thousands of financial planners and insurance agents in the United States.
We are part of a select group who can call themselves truly independent.
We don't promote products from any particular insurance company, but have access to dozens of different carriers. After a thorough analysis with you of your current and future financial needs, we provide strategic suggestions where your needs and desires are the only factors that influence our recommendations. We are not a general practitioner but the annuities specialist. You likely need both. One for your general insurance needs and a specialist for specific concerns and planning for the future. Just as in medicine, you go to different physicians for different problems, in insurance you may need more than one specialist to find the best solutions for each problem area: liability insurance, auto insurance, umbrella insurance, business insurance, estate and tax planning, medicare and health insurance, long term care insurance, pet insurance and many other needs.
We specialize in annuities and life insurance, in protected growth strategies that eliminate market risk for your savings and provide for lifetime income, no matter how long you live.
Today's Financial Concerns
Learn how we can help You achieve protected growth and lifetime income.
How to Get Started?
Meetings are virtual through zoom or phone.
We can share our screen with you but at no time do we have access to your computer.
Your computer remains completely private and under your control.