About Us
Licensed Financial Advisors
With more than 20 years as an industry leader, we have helped our clients find the right plans for their money. We offer education in finance and retirement planning. Debt relief programs with financial education. Our process is designed to empower you and outfit you with a customize a plan for your future. Talk to us today about how we can support your growth, limit your turnover, and put you on a solid track to success and profit.
Our Analytical Customized Approach
Our service includes a comprehensive consultation to help identify gaps and opportunities, and results in a comprehensive report that includes a specific customize plan with a timelines for your investment analysis.
Our individualized plans are made up of quality services that will help you get the longevity and growth for your money.
Industry Wide Success
We offer services to help our clients with various industries, including:
- Retirement Planning
- Pension Reviews
- Life Insurance
- Long-term Care Plans
- Health Insurance
- Home Buyer/Mortgage Refinance Education
- Final Expense
Avoid the surprise of not enough income at retirement. Our experts are ready to assist you in developing your financial plan that protect your future income.
Industry Wide Success
Take Control of Your Financial Future
We offer services to help our clients with various industries, including:
Don't Lapse that old life insurance policy without talking to the experts!
We will connect you Life Settlement Company—a financial partner helping you access the immediate cash value of your long-term life insurance policies or annuity contracts.
How Does It Work?
- Free Evaluation
Receive a no-obligation lump-sum cash offer for your policy or annuity.
- Accept & Transfer
If you accept, we handle the paperwork and take ownership of the contract.
- Receive Immediate Funds
You receive fast, direct payment to use however you choose—medical expenses, debt, retirement, or personal goals.
Advantages
✔ Immediate access to cash
✔ No more premium payments (for life insurance)
✔ Use funds for medical bills, debt, or emergencies
✔ Make the most of your assets while you’re still living
Disadvantages
✘ You receive less than the full value of the contract
✘ Possible tax implications
✘ You forfeit future benefits or payments
✘ May affect eligibility for public assistance programs
Other Money Option Video
Check out this great video
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