Our Services
Free Financial Needs Analysis
A good financial plan starts with a financial needs analysis. It gives you an objective view of your financial status, which helps you get a clear and complete picture of your finances. With an FNA you take a look at your overall financial position. The purpose of the exercise is to understand how much money you have as compared with your bills, debts and other liabilities. Once you understand how much you have coming in vs. going out, you can structure your spending and saving based on your overall financial goals.
Retirement Income Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. We can provide a variety of options (including tax free strategies) to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. We can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Debt Solutions
Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
Insurance Protection
The most important part of preparing for the future is protecting it. Our agents, can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
Disability Insurance
DIsability insurance replaces a portion of your income when you cannot work. If you were unable to work due to illness or injury disability insurance can help to pay for your essential expenses.
Dental & Health Care Options
We have a variety of plan designs for all ages! We have Dental plans that cover preventive, basic, and major services. From basic to advance healthcare plans we have high quality plans to fit any budget. For business owners we can also assist with group employer plans.
Medicare Supplement
New to Medicare? It can be confusing. We'll take the time to simplify the complex so you can understand how Medicare works before you buy. Whether you’re new to Medicare or looking to change coverage, we’re here to help give you expert guidance so you can make the best decision for you.
Real Estate Planning
We have a legal team that can assist you with creating your real estate. It's important to have an estate plan to prevent your assets from becoming tied up in the legal system for years. Having a proper plan in place will help ease your heirs and family members who are left to deal with sorting out your finances.
Real Estate Services
Do you have dreams of becoming a homeowner or need help buying, selling, or investing in real estate? We have agents nation and worldwide to assist you with all your real estate needs. Transaction coordinator services are available to licensed agents.
Mortgage Protection
Having mortgage protection is critical. Their is a difference between mortgage insurance and mortgage protection. Mortgage insurance protects the lender. Mortgage protection will protect you and your family!
Notary Services
If you are in need of having documents notarized we can assist you with all of your notary needs.