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Products and Services

We provide assistance in the following areas:

Financial Planning

  • Social Security Optimization
  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Annuities

  • Fixed Annuities
  • Fixed Indexed Annuities
  • Immediate Annuities
  • Split Annuities

Insurance

  • Disability Income Insurance
  • Whole Life Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Indexed Universal Life Insurance
  • Survivorship Life Insurance
  • Long Term Care Insurance