Personal Financial Solutions

Our areas of expertise are outlined below. If you would like to schedule an investment portfolio review or life insurance review, call us for more information.

PROTECTION

  • Life Insurance: Protecting your family and their lifestyle in the event of an untimely death.
  • Disability Income Insurance: Protecting your current income stream and future earnings in the event that an accident or illness prevents you from working.
  • Long-Term Care Insurance: Protecting your assets from the rising costs of long-term care and enhancing your independence to receive care in the setting you prefer.
  • Estate Planning: Helping you preserve what you have worked hard to build and plan for the distribution of your assets to heirs.

 

WEALTH

  • Investments: Taking advantage of your opportunities for growth while minimizing the impact of inflation, taxes and market fluctuations. Some investments include Mutual Funds, Annuities, and Professionally Managed Accounts.
  • Retirement Planning: Providing you with the necessary strategies and tools to help guide you towards a comfortable and sustainable retirement.
  • College Savings Planning: Crafting a strategy to help you meet the rising costs of an education