Insurance, Planning and Retirement with straight talk. Explaining programs with the heart of a teacher while making sure that the individual or the group is set up for financial success. Most people don't realize that you can get guaranteed income for the rest of your life with no loss of principal...EVER; or that you can fund your child's college experience in FAR better ways than a Prepaid College Plan or ESA. We explain and educate on this and many other topics. Planning is all about having the right tools to do the job. We provide every tool you need to get it done. 

What's Our Goal?

To educate our clients on how Insurance, Planning and Retirement REALLY work. What's a ROTH? How does an Annuity work? Do I have enough to retire? Can I afford to send my kids to college? Do I have Coinsurance? What is a Contracted Rate? These are questions we hear almost every day. Our goal is to take the mystery out of the Financial & Insurance World putting the individual in control of their own destiny.

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