Helping one client at a time to obtain Financial Freedom and Security.
We offer same day quotes for any of the services that we provide and in some cases within 15 to 30 minutes. A friendly helpful and knowledgeable staff member will be glad to address your needs.
We know it's often challenging to figure out what type of financial strategy can get you the income that you will need when you retire and ultimately pass away. We can help create life time income that will secure both you and your family surviving you.
We make selling annuity payments as easy as ABC. Need a lump sum of cash? Instead of working with companies that broker deals, why not deal directly with the investors and institutions? Bottomline...you get more money for your payments.
It"s unknown until we review your overall situation whether we could lower co-pays,lower Medical costs or lower out of pocket expense. We might be able to even save you 75 to 95 monthly for give back from social security of your Medicare part B. Either way be assured that we will look for the best plan that fits your needs both cost savings and medically.
We will help you with any IRS tax issues you may have. We can help you to pay pennies on the dollar on what you owe the IRS in taxes. We will be able to situate a better solution for tax relief needs.
Whether you are shopping for term or cash value life insurance, we can help you navigate through the process. We have hundreds of triple AAA rated companies which we can adjoin you with the best coverage for you and your family.