Insurance & Investment
It is human nature to want it and want it now; it is also a sign of immaturity. Being willing to delay pleasure for a greater result is a sign of maturity. - DAVE RAMSEY
Insurance is not pleasant to purchase, but it is a necessary tool to help provide for those you love. It also serves a purpose in planning, when it comes to items that we cannot afford to lose, such as our income, our car, or home. There is a balance between proper insurance and proper investing. Your goal will determine that balance.
- Business and Estate Analysis
- Retirement Planning
- Survivorship Insurance Planning
- Disability Income Insurance Planning
- College Education Funding
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Life Insurance
- Term Insurance
- Variable Universal Life
- Whole Life
- Group Life
- Disability Income Insurance
- Long Term Care Insurance
- Traditional and Roth IRA’s
- 403(b) TSA’s and Custodial AccountsCoverdell Education Savings Accounts, 529 College Savings Plans and UGMA Accounts
- Auto and Homeowners
How do you identify the best way to provide for your family’s financial future?
What if you get injured or disabled and cannot provide for your family?
It’s college time for the kids and your parents may require nursing care. How can you prepare for this double squeeze?
We will work one-on-one with you to answer your questions and assist in the decision making process. We also provide a financial roadmap to help you chart your financial course. This will help keep you on the correct route as you make annual evaluations of your goals. It will also help prevent detours that could provide roadblocks to the accomplishment of your financial objectives.
You are not alone. We will look after your wealth together!