​We can help with all of your insurance and retirement planning needs.

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​We are here to help. We specialize in helping teachers, retirees, small-business owners, and people who are Medicare eligible - we can help almost anyone. With many years of combined experience and industry knowledge, we’ve seen it all.  We understand each client is unique and faces different challenges which is why we customize a plan just for you. 
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Our products help protect your family, your retirement income, or your business, and when developing your customized plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.

We can help you execute a reliable plan utilizing any of the following products and services:

Wealth Management

• Estate Planning
• Legacy Planning
• Social Security​Maximization

Business
​Solutions​​

• Succession Planning
• Key Person
• Buy-Sell Agreement
• Executive Bonus Plans
• Group Benefits
• HR Solutions

Financial
Planning

• 401(k) AND 403(b)
  • Rollovers
  • ​​Planning
• Retirement Income Planning
• IRA/Roth/SEP IRA 
• On Staff CPA
  

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Insurance​

• Health Insurance
• Life Insurance
• Long-Term Care 
• Medicare Plans
• Disability Insurance

Don’t see what you’re looking for? We can still help.
Call us today at (877) 960-1353.

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