We Are Here to Serve You

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Annuities

  • Wealth Transfer

  • Insurance Pension Plans

  • Group retirement and savings plans

  • Supplemental Retirement Plans

  • Other retirement savings plans designed specifically for employee groups

  • Life insurance

  • Critical, Chronic and Terminal illness

Living Benefits can help offer peace of mind at a critical time. The policy owner is entitled to an early accelerated payout of the policy death benefits, if the insured is diagnosed to have a life expectancy of 12 months or less.


An Indexed Strategy gives you the ability to earn interest based on the performance of the S&P 500® Index, without any downside risk. In addition, account values are based on tax deferred growth with the ability to access tax free income.



Financial planning strategies that transfer wealth or assets to beneficiaries upon death, including life insurance, annuities and estate planning.




Why Are We The Best?