Annuity Solutions

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

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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

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Retirement Solutions

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

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2023 All in one Tax Information Guide

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 a host of other financial solutions.

Taking the Next Step…

Financial solutions should be based on education

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