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We’ve got you covered
We’re here to provide for any of your financial needs, with products to serve you and advise to guide you-wherever you are in life.
The Power of Choice
One size almost never fits all – especially when it comes to your financial needs and goals. That’s why we offer products and services from trusted providers. Let’s find a fit for your needs and goals.
Insurance Products
We offer a range of protection plans just for you and your family. Request a quote today and indicate in the comments what your life needs are.
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Our professionals take time to get to know you and help you create a financial plan that fits your priorities.
Insurance Coverage That Fits Your Life
From providing for your family’s future to giving back to your community, our expertise and thoughtful, purpose-based guidance can help you care for what (and who) matters most in your life.
Real-World Products
We focus on changing lives by matching education with common financial tools and strategies that help families overcome real-life financial challenges. The knowledge and ability to save, protect, and grow money is something everyone should have access to.
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Insurance Protection
The most important part of preparing for the future is protecting it. We help clients prepare for life’s uncertainties, for some: living too long, dying too soon or becoming disabled, buying a new home, buying a new car, or needing guidance on a plan for retirement. Our products help protect the life you have built.
Legacy Strategies
Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.
Financial advice and products that match how you live and what you believe.
Retirement Strategies
A key to any financial strategy is preparing for retirement. We are able to offer people a variety of options to help them prepare for their leisure years.
College Funding
Whether preparing to send the first – or sixth- child to college, many families can benefit from the help of a financial professional.
Life Insurance...."A Love letter for your loved ones"
Protecting those you love is a lifetime commitment. Making sure your family feels secure even when you are no longer around is a selfless act of someone who sincerely cares about their loved one. The discussion of life insurance can be a deeply personal topic many families tend to ignore. However, being in the position of receiving (or not) the pay-out from a policy can be extremely emotional.
In an interview with various families impacted by the loss of a loved one and having (and not having) life insurance the experiences varied greatly.
From stories “It could have helped tremendously if my mother would have had life insurance when she passed away at age 47…
“You don’t need life insurance, you can get a job or remarry if you lose your spouse, to…
I’ve had many family members die prematurely and was extremely grateful to receive the money from each policy.”
Whether you are a stay-at-home parent, college student, homemaker, primary/secondary breadwinner in your home, you need Life insurance! You need at LEAST enough to replace your (priceless) contribution to the family.
Why ask for a Go fund me when your loved one has passed away when you can plan ahead and avoid having to depend on others. Do not go with the trend, plan till the end! Take a moment out of your busy schedule to write the best love letter to the one(s) you love by making sure your family member(s) doesn’t suffer an additional loss- financially.
Plan ahead, protect your family! Surviving spouses/children have to deal with loss, anger, loneliness, grief, and uncertainty with heightened emotions when death is a complete surprise. Many surviving spouses and grandparents are left to raise the kids on their own-which alone is challenging.
Receiving life insurance proceeds is vital to the ongoing financial success of the family you’ll leave behind should you die prematurely. The best love letter you can ever leave behind for those you love is the gift of Life… LIFE INSURANCE.
A few dollars a day keeps this heartache away.