Annuity Solutions
Gold & SILVER, Annuities(fixed & indexed), Tax-Free monthly Income Plans, Life Settlements
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
Retirement Solutions
From IRAs, and 401ks to more complicated products such as 401h & Defined Benefit/ Profit Sharing Plans we use whatever tool is needed.
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