Asset Protection

Mission Statement:

We want to educate you about how you can protect your retirement assets while creating an income you cannot outlive.

We can assist you in developing your own “Personal Pension Plan.”

We recommend ways you can protect your assets by providing funding for Long Term Care should you need Long Term Care Insurance. We offer other plans that provide coverage for in home and institutional care when you cannot perform two or more Activities of Daily Living.

We educate clients on ways to use insurance products to provide for loss of income when a member of the family passes away.

Social Security

Mission Statement:

We educate you on your choices when considering the age you should start collecting your Social Security Benefits. We recommend which strategy is best for you and we assist you in maximizing your lifetime Social Security Benefits.

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Tax Prep & Planning

Mission Statement:

We assist you in understanding your tax return and educate you on how you can minimize tax burden.

We communicate with you throughout the year to assist you in making wise financial decisions with respect to tax consequences.

Health Insurance

Mission Statement:

We educate you on the options of Health Insurance available both on and off the Exchange for those under 65 and not available for Medicare.

We educate those of you over 65 about the options for Medicare including Medicare Advantage, Medicare Supplemental, and Medicare Part D Prescription coverage.

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Everyone Deserves Legal Protection

At LegalShield, we've been offering legal plans for 40 years, creating a world where everyone can access legal protection - and everyone can afford it. Unexpected legal questions arise every day and with LegalShield on your side, you'll have access to a high-quality law firm for as little as $20 a month. From real estate to document review, speeding tickets to will preperation and more. Our attorneys are here to advise you with any legal matter - no matter how traumatic or how trivial it may seem. Our law firms are paid in advance so their sole focus is on serving you, rather than billing you. With our legal plan you will be protected and empowered to worry less and live more.

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Arm yourself and your family

Identity theft affects millions of Americans each year. IDShield provides privacy and security monitoring, consultation, and Comprehensive Identity Restoration from Kroll. So in the unfortunate event something does happen to your identity, you'll have professional help in getting your identity restored to what it was before the fraud occurred. To ensure you have the best coverage possible, there is an IDShield Family Plan that includes you, your spouse/partner, and up to 8 children.

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