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.
Latest News
Charitable 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 ArticleImplementing A Cafeteria Plan
Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to select the benefit programs they prefer.
...
Read More of this ArticleUnderstanding Long Term Care
Many people do not know about or understand all the long term care options that are available. The following are brief descriptions of the major types of long term care, the kinds of service you may n...
Read More of this ArticleWhat Is The Coverdell Education Savings Account (ESA)?
One of new products that came out of the Budget Reconciliation Act of 1996 is the Coverdell ESA. The Coverdell ESA offers the potential for tax-free growth when you use the account to fund a child's q...
Read More of this ArticleSmarter 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.