SERVICES
INVESTMENTS
Make proper financial allocations so that your money works for you.
MUTUAL FUNDS
Mutual funds are one of the most efficient ways to save for the long term. Mutual funds are an excellent approach to “become an owner rather than a borrower.” They provide ordinary families with an investment vehicle that can reduce risk through professional management and diversification.
ANNUITIES
We offer three kinds of annuity products: variable annuities, fixed annuities, and fixed indexed annuities
- Variable annuities contain both investment and insurance features and are designed specifically for retirement.
- Fixed annuities provide a fixed rate of return that is guaranteed by the issuing company.
- Fixed index annuities provide a higher rate of return than a fixed annuity, but the return is not guaranteed.
RETIREMENT PLANNING
Plan your retirement income goals and the steps you’ll need to take to achieve them.
Do you know your Financial Independence Number (FIN)?
SAVING AND INVESTMENT FOR CHILDREN
Make a great investment for your child’s future.
BUSINESS RETIREMENT PLANS
Do you own a business? Reduce business costs, retain great employees, and offer custom benefit packages. Let us help you choose the perfect plan for your business right now!
DEBT ELIMENATION
Do you know when you’ll be debt-free? Every dollar spent on debt is not available for savings. Our debt elimination method enables you to achieve financial freedom quicker.
INSURANCE
Your financial house is built on this foundation. Any financial plan must include a strategy for safeguarding your income. The demands of a family are constantly changing. Check to see if you’re properly insured right now.
AUTO & HOME INSURANCE
Get competitive rate quotes in 10 minutes or less
Shop among top-rated insurance providers to help you find great coverage for your money
FINANCIAL LICENSING
Have you considered pursuing a career in finance? We sponsor those individuals who want to earn their license and we are looking for potential team members. No prior experience is required.
Our Special Offer
One of the most important building blocks in establishing a firm financial foundation is determining the difference between “wants” and “needs.” Sounds simple, doesn’t it? A “want” is something you don’t require for basic survival and a “need” is something you must have to live. Yet, sometimes it can be hard to tell where a “want” begins and a “need” ends – especially where immediate family is concerned. Financial health is all about the choices you make over the long term.
To help families better understand their personal finances, we offer the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized.