Annuity Solutions

Gold & SILVER, Annuities(fixed & indexed), Tax Free monthly Income Plans, Life Settlements

Get Our 2018 Qualified Plan Contribution Limits

Business Solutions

Key employee retention plans, CAPTIVE Insurance company, converting your assets into a monthly income plan, BUY/SELL agreement funding, Business exit planning, Income TAX planning

Get Our 2018 Income Tax Chart

Retirement Solutions

From IRAs, 401ks to more complicated products such as 401h & Defined Benefit/ Profit Sharing Plans we use whatever tool is needed.

Learn More

Client First Solutions

Our goal is to be the place clients turn to for financial advice. We look to be the "go to firm" clients can count on. We offer services such as group medical, life insurance, retirement planning, annuities and host of other financial solutions.

 

Taking the Next Step...

Financial solutions should be based on education