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Please contact us for an appointment to discuss these important issues by phone, or face to face at your home or my office. |
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SEVEN STEPS TO RETIREMENT FREEDOM
From a Certified Estate Planner & Independent Insurance Agents point of view. |
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MEDICAL COVERAGE:
Individual and or Group Medical * HSA (Health Saving Accounts)
Medicare Supplements * Plan D Drug coverage |
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LONG TERM CARE: Individual and Group plans
Home Health Care * Assisted Living * Nursing Home Care |
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CD Type Tax Advantaged Investments
Protecting Your Principle and past earnings using Safe Money Investing Concepts. |
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Final Expense Plans
Pre-need Burial and Cremation plans. |
CERTIFIED ESTATE PLANNING
PRODUCTS DESIGNED ESPECIALLY FOR ESTATE PLANNING
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ESTATE PLANNING:
Family Trust * Wills * Revocable Living Trusts
Business Structuring * Corporations * LLC’s * 501c3
Family Wealth Protection * Probate free Wealth Transfers
Gifting To Beneficiaries and Charities Before and After Death |
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Advanced Life Insurance Products Including Life Settlements Plans:
Term Insurance, Universal and Indexed cash value policies. Don’t cash in or surrender your Life policy…Sell it instead |
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Mortgage broker services:
All the banks and mortgage companies you could ask for under one roof. Mortgage Acceleration Programs pay off your mortgage in 1/3 the time.
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