Individuals & Families
Life is constantly changing and often times the most important long term planning gets side tracked by the seemingly urgent and immediate. Having a long term strategy to protect what we value the most, saving to meet the known and unknown needs that may arise and growing our wealth for future income is critical.
We are living longer and costs for education and health care continue to rise at a rate faster than inflation. It is vital that we create plans that will allow us to adapt and create options beyond perceived needs and goals.
Life Events
We’ll work with you to help you prepare for uncertainties of your financial future, including:
- Family and Life Changes
- Education Funding Strategies
- Unexpected loss of income or premature death
- Wealth Accumulation for future income
Products & Solutions
We offer a wide range of products designed to provide you with the flexibility you've been searching for, and to help meet your needs during the unique situations life throws your way.
- Life Insurance
- Long Term Care
- Mutual Funds
- SpecialCareSM
- Trust Services
- 529 College Savings
- Annuities
- Disability Income Insurance
- Individual Retirement Account (IRA)
- Cash flow analysis
- Debt management
- Protection planning
- Investment planning