OUR SERVICES
We offer a range of services for individuals, family clients and for our small business clients that cover the Retirement sector as well as Life Insurance, Long Term Care (LTC) Insurance, Disability Insurance (DI), Group or Individual Health Insurance and many Fixed and Fixed Indexed Annuity products. Recently added services Identity Theft protection, Legal protection Plans, Suppleemental Med products, Dental and Vision Insurance plans
Planning
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Our planning process starts with one or more initial meetings. The objective here is to learn about you and your needs. We come to an agreement about a range of products that interest YOU.
Strategy
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Once we understand your needs and objective we will develop a series of strategies and a timeline that will help solve the problems we identified for YOU. In many cases this includes several concepts and a prioritized timeline for addressing each of your concerns.
Results
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This is the fun part. We implement the strategies that we agreed will help meet your needs. This is not a one step process. We periodically review our progress and fine tune the strategies and product selection to insure we are heading towards the goals YOU set.