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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

We provide a written financial gameplan, called the "MoneyEdge". Once we review this comprehensive gameplan, it will lead to our implementation phase if it makes sense to recommend any solutions in the following areas:

  • Protection management strategies
  • Investment management strategies
  • Retirement & income strategies 
  • Estate conservation strategies

What we do:

Life Insurance

The last love letter to your family, Income replacement. We partner with dozen's of life insurance providers to find the best protection for you and your family.

  • Term Insurance (death benefit only)
  • Term Insurance with Accelerated Living Benefits (click to review an example from one of the providers we partner with)

Disability Insurance

Replaces all or part of your income if you become disabled

Legal Protection, Identity Theft and Restoration Protection

We partner with one of the industry's largest Legal and ID Theft Protection company to provide you with obtaining an affordable Will, Power of Attorney, Physician's Directive, and other legal services. We also help protect you with an affordable Identity Theft AND Restoration protection program.

Long Term Care Insurance

Pays for long-term care that health insurance and Medicare doesn't cover.

Living Trusts

Help protect your estate from probate

Investing

Is your money working as hard for you as you do for it?

  • Fixed Accounts..... Guaranteed principal protection, never lose value even if the market does!*
  • Emergency Funds..... Money markets, investments & liquid accounts
  • Tax Exempt Investing.....  withdrawals may not subject to taxes
  • Saving for College..... 529 plans, Education Savings Accounts, UGMA / UTMA accounts
  • Variable Annuities.... Market growth upside potential with purhcase of optional riders that offer downside guarantees to protect your lifetime income
  • Non Qualified accounts..... Accounts that do not qualify for any level of tax-deferred or tax-exempt status.

Retirement

Will you outlive your money?

  • Mutual Funds.... Nearly 50 fund families that we work with to find the right fit for you
  • IRS Qualified Accounts.... Roth, Traditional, SEP, Simple, 401(k)'s, etc.
  • 401(k) Rollovers or Transfers.....Have you left money at an old job?  Find out if it's appropriate to make a change.
  • Guaranteed Lifetime Income.... Optional riders help protect against running out of money

Small Business Solutions

  • Retirement Plans..... 401(k)'s, SEP IRA's, Simple IRA's, etc
  • Disability Insurance..... For Business Owners
  • Key Man Insurance.... Protect your business in the event of a key-person in your business passes away. Protect your business now and get all your money back later....ask us how

*Guarantees are subject to the claims paying ability of the issuing insurance company.

Specialties: Financial: Insurance (Life / Disability Income / Long Term Care); Retirement Planning; IRA's; Educational Planning; Variable, Fixed and Indexed Annuities; Debt Elimination Strategies; Legal Protection; Identity Theft & Restoration Protection; Recruiting; Personnel Development; Training.