putting clients interests first
How Anyone Can Maximize Social Security for Retirement
Many people don’t think of Social Security as part of their financial resources or as something that requires planning. The fact is that if you’re like most people, Social Security will represent 35% percent of your retirement income—or at least it can if you maximize it.
Take Control over Your Retirement planning with Annuities
How would you feel if you knew that your money would never again take a plunge because of market swings? If you are tired of the market’s roller coaster ride, but want more growth than the minimal returns that bank CDs offer, then annuities may be a good fit for you.
We work with you to Develop Your Life Insurance Plan
Although traditional long-term care policies remain the cornerstone of a great strategy to prepare for the likelihood of chronic illness striking your family, we have discovered a powerful new way to use life insurance to meet those needs or supplement existing coverage.
Social Security
Social Security is available only to those who pay into the program—about 96% of American workers. While you may think that everyone pays into Social Security, some people do not—employees of some railroads and state employees who participate in state pension programs, among others.
Annuities
How would you feel if you knew that your money would never again take a plunge because of market swings? If you are tired of the market’s roller coaster ride, but want more growth than the minimal returns that bank CDs offer, then annuities may be a good fit for you.
Life Insurance
Although traditional long-term care policies remain the cornerstone of a great strategy to prepare for the likelihood of chronic illness striking your family, we have discovered a powerful new way to use life insurance to meet those needs or supplement existing coverage.
