We provide Financial Protection and Retirement Services through Life Insurance, 403b, 457 and Tax Sheltered Annuities, along with Executive Benefits, Deferred Compensation and other executive and employee level compensation planning for small to medium sized businesses with superior high touch customer service to match. We commit to Hands-on, Client-oriented retirement strategies with a dedication to continuous improvement.
"We help professionals and non-professionals accumulate wealth, hedge against the risk of loss and build on-going legacies for themselves and their families."
Pension & Retirement Plans
How we work with our clients
1. Planning and Strategies
You will receive planning and strategies for no initial costs or charges. We do not want our clients to have a financial risk or obligation for us to do planning. We want to assume the financial risk for our time.
5. You decide to Implement
You decide when to proceed with the implementation of any plan or strategy that is recommended.
2. Understand Strategies & Plans
You will have a basic understanding of why we recommend certain plans and strategies. We want you to understand how they work and why they are important to your financial success.
6. No Pressure or Coercion
At no time will we pressure you into making a decision. We will always support you in doing what you know is best for you.
3. Like the Strategies
You must feel good about the plans and strategies. We want you to feel good about implementing the recommendations.
7. Implement with Us
If you understand and like our strategies, we expect you to implement the recommendations with us.
Click to set custom HTML
4. Your Best Interest
You must always feel that what is recommended is in your best interest. We never want you to proceed with any recommendation unless this is true.
If you think our process is valuable, we would like you to introduce us to others who may benefit as you have.