A special focus of our retirement service center revolves around the "pre-retirement" and "early-retirement" years when individuals are concerned about coordinating retirement accounts to maximize the benefits, planning distributions streams to enhance tax
efficiencies, and securing your overall savings from future medical expenses and
estate taxes.
Our
professionals have the experience
and knowledge to set you on the right
course to achieve your financial goals.
Transfers from former employer's retirement plan when you change jobs or retire.
Pension Maximization Strategies
Elect the highest payout to you without giving up survivorship benefits.
Long Term Care Insurance
Protect a lifetime of savings and provide yourself with the care 1 out of 2 people
over age 65 need.
Life & Disability
Term
Universal
Whole Life
Second-To-Die
First-To-Die
There
are a variety of life and disability protection
solutions available today. Our staff will design a life
and disability protection program that will fit your
family's needs. Quality carriers and affordable prices
are guaranteed.
Long Term Care
"False Beliefs"
. . . Medicare will pay
. . . I'll go on Medicaid
. . . I'll get it when I need it
. . . It costs too much
Protect your assets and the assets of your
loved ones at an affordable price. Your financial
plan should include Long Term Care protection.
Our long term care protection programs can
be designed to provide care for you or your
family members in the comfort of your home,
an assisted living facility or a nursing
home facility.
