Products & Services: Financial Services

Life Insurance

Providing cash immediately when it’s needed most: at the death of a spouse, parent or child. A properly designed plan can eliminate uncertainty and ensure financial security for those you leave behind.

Disability Insurance

Protecting your most valuable asset – your ability to generate an income. Plans can be developed tow work with any existing personal or group coverage you currently have.

Long Term Care Insurance

Providing funds to pay for the exorbitant cost of long-term care. Care can be provided in a facility, or more importantly, in the comfort and confines of your home. This approach can also insulate retirement funds and ensure wealth transfer to future generations.

Roth and Traditional IRAs

Providing the analysis to determine which IRA would benefit you the most. The Roth IRA has numerous tax advantages, especially in tax year 2010. Contact us to learn more.

401k Rollovers

Assisting in the design and transfer of retirement funds held by previous employer-sponsored retirement funds. A rollover may provide you with numerous features and benefits unavailable in your current plan.