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OUR SERVICES

Estate Planning

End of life planning is something we all begin to think about sooner or later.  What is the best way to ensure that my legacy gets passed to my heirs?  What will my spouse have to deal with when I'm gone?  How much will all that cost?  These are some common questions and concerns we hear from clients.

In our 30 years of experience we have found the most efficient and reliable way to pass your assets to your heirs. Remember, your spouse is usually your first heir!  We have helped our clients through the years feel secure in the process of passing their assets to the appropriate people, and doing so while keeping the cost and time investment at a minimum.

Retirement Savings & Growth

Many people come to a time in their life when protecting what they have earned from a economic downturn becomes a top priority.  Many people are thinking about retirement, or have retired, but worry that a loss in their  retirement savings could force them back into the work place, or require a severe change in their current lifestyle.

With our safe money strategies our clients can rest assured that all of the fruits of their hard work will be there for them to the end, and still see that legacy grow beyond what it currently is.  Our first priority is to safeguard what you have created for your family, and second to see to it that it continues to work for your future.

Our clients are at peace of mind knowing that our no risk financial planning is protecting the future they have long worked for.

Tax Planning

"There are two things in life we can never escape: Death and Taxes," as the saying goes. However, many do not realize that there are ways you can take care of your tax burden efficiently.  Proper planning will leave you with as much of your hard earned income as possible.  In some cases we can show clients how to regain income lost due to taxes.  We do not advise people on how to avoid taxes, nor advocate any system whereby an individual pay less than required.  Proper planning, however, ensures that your tax burden doesn't threaten your lifestyle and allows the most use of what you have worked hard to create.

Medicare Insurance

We have agents who are skilled at seeing to your medicare insurance needs.  As an independent outlet we can do the shopping for you to find the best plans available to fit your personal needs.

Individual Consultation

We pride ourselves in being able to tailor our services to each individual and family's needs.  We work with clients from all walks of life and are happy to help each one in their specific needs.  We can help customize a plan to help you reach your goals and have the peace of mind you are looking for.  All of our consultations are done free of charge and come with no obligation on your part.