Senior Benefits Insurance and Financial Planning
We help prepare you and your loved ones financially
Identify Goals
We work closely with you to understand and identify your goals so that a confidential, actionable plan can be put into place
Analyze Options
We have over 30 years of experience in the financial planning and insurance sector. We partner with reputable brokers available to provide you the best options
Service Mentality
Once you're a client, you have us in your corner. If you ever need anything, we're only a phone call away. We treat our clients the way they deserve to be treated, like family!
We Are Here to Help!
Final Expense
Burial (aka Final Expense) insurance will help cover costs and provide relief for loved ones. This insurance covers costs for end of life preparations including medical costs, funerals, burials, and cremations. Unlike traditional life insurance, free quote and an approval is based upon a phone call with one of our experts and answering a few medical questions.
Why Choose Us?
Our mission is to provide you world class service and quality information aligned with the best products to reach your goals and give you peace of mind.
Passion & Commitment
Honesty & Openness
Dedicated Team
Practical Solutions
Trusted by our clients
Custom and Personalized Financial Services
Burial Insurance
Many costs can arise after a family member passes away and dies. These expenses are referred to as final expenses. Many would rather not even think about death, but it can relieve a lot of stress if the person or family has made financial plans to make certain there will not be a financial burden on remaining family members.
Annuities
United States life expectancy is continuing to trend up. That can create more financial risk for those age 55 and over. We can help seniors to analyze measures to reduce this “longevity risk,” and create an income for life.
Life Insurance
Life insurance provides financial security to your family and other people who depend on you financially in case of untimely death. Other than this, it also pays tax free. To sum up life insurance, it’s a financial protection for your family in case of your death in exchange of cost.
