We are a financial services consulting firm that specializes in secure money strategies as well as Tax Free Retirement, Living Benefits, and Annuities to name a few of our evolving list of services that grow as our clients’ needs expand. Through our customized and time-tested strategies we show our clients how to secure their current lifestyles while protecting love ones as well as assets in case of crisis or more tragic life events.
Throughout the year we will send you the latest Finacial Tools, Real Estate Market Trends, Investment Opportunities, and sign up information for upcoming Workshops and Seminars.
Services include but are not limited to the following:
Tax free retirement planning
Real estate consultation (buying/selling/investing/commercial)
Employee Benefit enrollment/Voluntary benefits (for employers)
Legal protection services
Senior market (Medicare)
Group Medical (Employers)
Non-ACA – short term healthcare enrollment