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Financial planning & customized services

Your Personalized Financial Roadmap

> Objective Comprehensive Financial Planning services
> Retirement income planning
> Elder, long term care & disability income planning
> Legacy, estate and Inheritance planning
> Business owner benefits and succession planning
> Budgeting, saving and debt restructuring

Wealth management and Investments

Diversifying and Growing your wealth

> Retirement plan rollovers
Guaranteed* income accounts
> Mutual funds
> Innovative separate account management
> Professional wealth management
> Fixed, variable and equity indexed annuities
> Company sponsored retirement plans
> IRA accounts
> Excess benefit plans for business owners
> Asset allocation and modeling services

*Guarantees based on the claims paying ability of the issuing insurance company.

Risk management and Insurance

Protecting your Wealth and Providing you Income

> Life insurance - Personal & Business (Key person, one-way buyout, Buy / sell)
> Disability income insurance - Personal & Business
> Long term care insurance
> Insurance needs analysis
> Top rated companies
> We compare quotes to save you money