Services
Life Insurance
We serve individuals, families and business owners. Working with one of our advisors we'll explore options to protect your loved ones and secure your family's future. We shop the top carriers giving us an edge over other agencies.
Debt Elimination
What if we could show you how to be OUT OF DEBT in 9 years or less including your mortgage and school loans WITHOUT SPENDING ANY MORE than you are spending right now? We will help you learn to become your own banker and recapture the interest and lost opportunity cost you are giving away by paying cash or financing through third parties! Watch this video and when you’re ready to see how these concepts can fit with your specific situation, contact us to schedule a consultation.
Health Insurance
We specialize in affordable alternatives for people priced out of Obamacare and pricey group health plans. We provide plans that are sometimes less than half of what most group major medical plans are.
Retirement Income
Having a solid financial foundation can help ensure that you can live without financial stress. Our goal is to help you lower or eliminate your taxes in retirement, protect your portfolio from the market ups and downs and generate more guaranteed spendable income without outliving your savings.
Estate Planning
We will help you develop a strategy for your assets. Taking steps now can help you reduce or even eliminate the burden of taxes; keep control of your money and even help you pass on your wealth for generations to come. Our team is here to help provide guidance.
ARE YOU A SMALL BUSINESS OWNER?
Could your business use an increase in cashflow ? 2.3 TRILLION DOLLARS is available for small businesses this year alone. From Cost Segregation, R&D, ERC, CERC, DERC, WOTC, to Property Taxes, We added a quick calculator so you can see how much you may qualify for.
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