Dedicated to individual, family and business protection, through financial planning strategies and retirement plans.
Being protected will give you the security and confidence to overcome any inconveniences that may arise along the way.
Benefits in Life
Each person has specific financial needs and goals. For this reason, we offer Life Insurance that offers additional clauses in the policy.
An annuity allows a client to deposit money (premiums) with an insurance company, which can earn interest and grow tax deferred, with the agreement that the insurance company will provide a series of return payments.
Plans for Retirement
An Individual Retirement Account IRA is a separate, tax-deferred account that allows you to save money for your retirement. Also, it can act as an investment account, giving you a place to reinvest any employer-sponsored withdrawals.
Final Expense Policy
We all hope that our loved ones, when we leave, are not left with loans or debts to pay when we are no longer here. The final expense insurance policy will help cover any resulting funeral expenses or outstanding bills so your family doesn’t have to pay them off.