146 Lower Way Road
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 analysis, it will lead to our implementation phase if it makes sense to recommend any solutions in the following areas:
The last love letter to your family, Income replacement. We partner with dozens of life insurance providers to find the best protection for you and your family.
Replaces all or part of your income if you become disabled
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.
Pays for long-term care that health insurance and Medicare doesn't cover.
As a Medicare Certified professional, we can help guide you through the complexity and often confusing process of signing up for Medicare and selecting an appropriate program that meets your needs.
Affordable solutions to protect your health and well-being
Is your money working as hard for you as you do for it?
Will you outlive your money?
*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.