Understanding your situation, needs and goals is our first priority. Putting together a plan to help you pursue your goals comes next. The final piece is helping provide you with appropriate and cost effective financial tools, if and when they are necessary.
In the event you are in need of financial products, we are able to offer a full array of solutions. These include:
- Insurance – Life, health and disability insurance for both individuals and groups.
- Long Term Care (LTC) coverage.
- Medicare supplements.
- 529 education savings plans.
- Annuities – Fixed, variable, deferred and immediate.
- Alternative investments – Real Estate Investment Trusts (REITs), Real Estate Limited Partnerships and other investments for qualified investors.