is the day to start planning for the goals that matter most
is up to you,
and we can help you get there
There are thousands of financial planners, retirement 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 primary factors that influence our recommendations. We are not a general practitioner but the Retirement Income specialist. You likely need several. One for your general insurance needs and specialists 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: Retirement Income Planning, liability insurance, property and casualty 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 Retirement Income Planning, utilizing annuities and life insurance, to develop protected growth strategies that eliminate market risk for your savings and provide tax efficient lifetime income, no matter how long you live, while preserving and maximizing remaining assets for your beneficiaries.
Today's Financial Concerns
Learn how we can help You achieve protected growth and lifetime income.
What We Can Do For You
Comprehensive and objective advice for all your life insurance needs
Retirement Planning and Strategy
Protected Growth - Lifetime Income
How to Get Started?
To be an effective partner, we need to get to know you and your goals!
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.