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Areas of Expertise

Whether you're young and want to get a head start on retirement planning, a business owner who wants the best financial strategies to get to the next level or facing retirement/already retired and need a great decumulation plan, we have the tools and we know how to use them!

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  • FIAs (Fixed Indexed Annuity) for participation in Market GAINS but NEVER the losses.

  • IULs (Indexed Universal Life) for personal or business purposes and TAX FREE retirement income.

  • Be Your Own Banker strategies for debt-reduction, wealth accumulation or business growth

  • MYGAs (Multi-Year Guaranteed Annuity) for those who want competitive Guaranteed growth

  • Term, Whole Life, Accidental life insurance to protect families, create an immediate estate & transfer wealth

  • 401k Rollovers, IRA Transfers & Roth Conversions with ZERO risk.

  • Kids and Grandkids Policies - There are MANY advantages to starting young!

  • 529 College Savings Plan Alternatives - because there IS a better way.

  • Key Man & Buy/Sell Options for small & large businesses

  • SMART Strategies - Strategic
                                       Movement
                                           Around
                                       Retirement
                                       Taxation
                ...because TAX FREE retirement IS possible!

Specializing in...

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