Financial Planning
Our independence allows us to develop comprehensive, personal financial plans built around your specific needs. With access to many different investment and insurance products from many companies and carriers, our professionals recommend customized strategies, not canned or cookie-cutter offerings. We believe your portfolio should be as unique as you are, which is why we say building meaningful financial plans starts with building meaningful relationships.
Life Insurance
None of us want to be a burden for our loved ones — not now, not ever. That’s why we all need some form of life insurance, to help cover expenses ranging from funeral costs to other bills such as utilities, groceries, outstanding debts (including mortgages), loans and more. But what kind of policy is best for your situation: term or whole life? Our specialists can help you assess various factors and issues to determine a policy that best suits you.
Retirement Planning
The moment you’ve been waiting for since you first started saving. It’s like a vacation without an end — but how will you spend your time? That depends on the decisions you make now, most notably determining how to develop income streams for your post-work years. Whether you’re in your 30s, nearing retirement or already in it, we can help you navigate IRAs, annuities, Social Security, life insurance, investment products and more to give you confidence your retirement years will be exactly what you envisioned.
Wealth Management
Are your assets structured to help you achieve your goals? Does your investing strategy align with your age and risk tolerance, or might you unknowingly be placing a disproportionate amount of your wealth in jeopardy? Whether you’re concerned about outliving your assets, protecting your family from a long-term care incident, paying too much in taxes or transferring wealth to a loved one or charities, our comprehensive planning approach will position you for both the expected and the unexpected.
Medicare
You can enroll in a Medicare supplement plan without medical underwriting — if you apply during your six-month open enrollment period that begins when your Medicare Part B becomes effective. Make sure you don’t miss it by requesting your Medicare Supplement insurance quote here.
Whether you are a new Medicare beneficiary or purchased a supplement plan years ago, we are here to help you explore your plan options and offer supplement insurance quotes without any obligation to apply.
