Interested in more information on Retirement Planning, 401k Transfers, Annuities, Health & Group Health Insurance, Medicare, Long Term Care and Life Insurance. Request a Quote
When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer. Read More
An annuity is a contract issued by an insurance company. It is a unique financial product that provides tax deferral of interest and capital gains and the option (if funds are annuitized) of a guaranteed monthly income for life. Read More
Long Term Care is the assistance individuals need when they are unable to care for themselves and need help with Activities of Daily Living (ADLs) – bathing, dressing, transferring, toileting, continence (control of bodily functions), and eating – or they have severe cognitive impairment such as Alzheimer’s disease. Read More
Life insurance is an essential part of financial planning. One reason most people buy life insurance is to replace income that would be lost with the death of a wage earner. Read More
Need assistance with your taxes. There is a tax organizer, a tax checklist, calculators, and informational articles. There are links to the IRS Web Site that take you directly to publications, tax forms, and frequently asked questions. Read More
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