Our first focus is to assist in implementing solutions that can help stop the losses caused by varying types of risk exposure or even painfully low yields. We also advocate strategies such as long-term care planning, wealth transfer maximization, charitable gifting strategies, pension and Social Security maximization strategies, and others.
The solutions we offer are designed to help protect our clients’ hard-earned money. We do this by providing insurance and optional guaranteed lifetime income solutions based on actuarial fundamentals, not on speculation or the latest investing fads. The protection of the client’s principal payments is guaranteed by the financial strength and claims-paying ability of the issuing insurance company.