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Solutions

We work with a wide range of clients, all with different needs. Clients we have helped include:

    • A retired couple worried about the high costs of nursing home care in their
      later years
    • Medical doctors who trained for years for a specialty, and now need
      Own-Occupation Disability Income Insurance..
    • Young families looking to protect their children through life insurance
    • Trial attorneys who want to bring on partners and develop a succession plan.
    • Grandparents focused on estate plans that are tax-efficient and provide for college for their grandchildren
    • Newlyweds looking to consolidate holdings and rename beneficiaries, and save for common goals
    • A family with a special needs child, looking to provide for his future.
    • A construction company that needed help with an employee benefits plan

Life Insurance
Disability Income Insurance
Second-to-Die Life Insurance
Long Term Care Insurance

Investments

Investment Strategies
Asset Allocation
Portfolio Monitoring
Individual Retirement Accounts
Best Products

Insights

Planning for emergencies
Financial Strategies
Financial Strategies for Business Owners
Executive Benefit Strategies
Funding for Long Term Care and other goals
Tax-Qualified Retirement Plans
Employee Benefits