Down below are a few of our financial services that we provide to our customers. Please take a look at what we have to offer and if you have any questions, then please feel free to give us a call.
Tax Free Retirement
We can help you save your money tax free.
We can transfer over your old retirement plan to your new retirement plan.
Income for Life
We can help you make income annualy for the rest of your life.
We can set you up with an investment plan so that you can make regular payments into a mutual fund, trading account and retirement account.
For Life Insurance there are a variety to choose from. When choosing Life Insurance, one should make sure to choose a policy that applies to the risks that they want to insure, meaning Term(temporary) Insurance or Permanent Insurance. Term Insurance coverage is only for a limited time but is typically cheaper for younger people and gradually grows more expensive and less affordable as a person ages. Permanent Insurance coverage is designed to be kept for the insurer's enitre life. There are two types of permanent insurance; Whole Life, which is the most expensive type of policy but doesn't have any increased premiums and Universal Life, which is a more flexible type of policy but the premiums does increase to keep the policy going.
Long Term Care
Long Term Care is coverage that provides resources to cover the costs of future potential long term care. Long Term Care traditionally has a premium like most policies but there are also alternatives. Alternative Long Term Care are for those with assets but do want to pay the premium, so an annuity can be used to level out the assets against potential long term care needs. Likewise, for those who may not qualify for traditional long term care insurance due to health issues, some annuities can provide a benefit without underwriting requirements.