Our Services

 

We have built our large client base by focusing on retirement funding, business continuation, estate conservation, and asset protection.  I have more than 40  years of helping clients with creative and practical solutions for Wealth Protection and Accumulation. Retirement Funding - Never before has the need been as great for proper retirement planning. As the "Baby Boomers" mature and retire, our society is learning that many people may truly outlive their money. To help protect you against this, our company assists you in determining how much capital is needed to produce a comfortable retirement income and the length of time you'll need the capital. We offer products to meet those needs. Estate Conservation - You've worked hard to build up your business and estate and probably have given thought about what will happen to your efforts in the future. We will help you implement an estate preservation strategy using insurance and financial products that can provide for the maximum flow of your assets from one person or entity to another, whether to your spouse or business succesor.

OUR SERVICES