Financial Services


One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans are concerned about economic conditions affecting their ability to have a secure retirement.2

That’s where we come in.

We use insurance products, such as fixed annuities, to help you build financial strategies. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation and objectives, we can help you decide which types of products and services fit within your financial strategy.

1Greenwald & Associates. Society of Actuaries. January 2016. "2015 Risks and Process of Retirement Survey." Accessed Jan. 30, 2018.

2National Institute on Retirement Security. February 2017. “Retirement Security 2017: A Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis and Solutions.” Accessed Jan. 30, 2018.

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Retirement Income Strategies

We can help you decide which types of products may work best within your overall financial strategy.

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Asset Protection

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.

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Annuities

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

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Life Insurance

If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.

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Tax-Efficient Strategies

Rising taxes may be a concern for anyone — especially for individuals approaching retirement. 

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Long-Term Care Strategies

We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
IRA Legacy Planning
Wealth Management
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Get your retirement kit!

This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

Retirement Kit

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