While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Life and Disability Income Insurance
- Investment management
- Retirement accumulation and distribution strategies
- Estate conservation
- Long Term Care
- Tax Management
- Mortgage Protection
Annuities play a vital role in your retirement plan. Whether you are trying to increase your retirement savings or you need guaranteed income, we provide annuity solutions that will help you achieve your goals. There are many different types of annuities, each with their own unique features.
Life Insurance can be used to provide financial protection for every day expenses, retirement cost, and education. Mortgage protection insurance is life insurance designed to protect your family from burdensome mortgage payments if the primary breadwinner can’t provide an income.
Long-Term Care Insurance
One of the greatest potential risks faced by America’s elderly is the need for long-term care. Long-term care transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses.
The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
Disability Income Insurance
Disability insurance helps replace income lost because of an accident or illness. Most do not consider the ramifications of a serious injury. One survey found that 43% of people aged 40 will suffer a disability of at least 90 days before they reach age 65.
401(k) Information Request
By far the most common employer-sponsored retirement plan is the 401(k) plan.
The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.
*We have a love for basketball, having played the sport. Our goal is to help all current and retired athletes in every major sport. We have affiliations with all of the major American sports leagues. Call us now to begin planning for your families future.