Our Founder
Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
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Introduction to Financial Planning
Proper Planning
The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial plann...
Read More of this ArticleAuto Insurance Coverage
All of the Insurance companies we represent provide a wide range of auto Insurance products at a fair price. Your price gets even better if you qualify for any of our available discounts. When applyin...
Read More of this ArticleLife After Debt
If you find yourself in trouble financially, there are usually no easy answers -- but there are many ways out for those willing to commit to changing their financial habits.
Your ability to pay your ...
Read More of this ArticlePermanent Life Insurance
Permanent life insurance provides lifelong protection and is known by a variety of names. These policies are designed and priced for you to keep over a long period of time. If you don't intend to keep...
Read More of this ArticleFinding Scholarship Opportunities
Over 85% of the nation's schools offer various types of scholarship, granting money to college students based on a host of criteria such as academic merit, financial need, and in some cases, racial or...
Read More of this ArticleStock Pyramid
High Risk
Low Risk
Investment Pyramid
The above is a simple chart of Investment categories by risk and reward. It is in the shape of a pyramid. With Investments at the top of ...
Read More of this ArticleCharitable Remainder Trusts
Charitable Remainder Trusts
(CRT)
In 1969 Congress created a new type of trust that helped charities and not-for-profit organizations generate more revenue for their causes. In addition to bei...
Read More of this ArticleWhat Is A Qualified Annuity?
Many employers allow their employees to contribute to an annuity program. This becomes an investment option in a salary reduction retirement plan. Under this plan your current taxable salary is reduce...
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Smarter Decisions
Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.
Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
Specialized Advisers
Who offer personalized solutions of high quality products and retirement planning services.
