You capitalize on your financial goals.
We care and listen to what you want.
We help you plan your future and security.
We as an Independent Financial Group with several years of experience has establish as specializes in diverse products for individuals, business owners, and employers. We provide retirement, annuities, and life insurance and term insurance policies with Living Benefits.
Term life insurance is the most affordable coverage you can buy. Simply put, it is the best bang for your buck. Unlike a permanent policy, term life provides coverage for a specific span as opposed to your entire lifetime.
Whole life insurance may be the most recognized coverage even among newbies because its name says it all. Whole life is permanent protection that lasts for your entire existence. Additionally, whole life builds cash value over time that grows, on a tax-deferred basis, which can be used for loans or withdraws.
Annuities can provide an incredible safety net. Older and Young investors particularly drawn to annuities as the threat of outliving their money from retirement accounts is a significant risk. Annuities can provide a guaranteed income stream for life, along with guarantee of principal
We assess client’s overall financial picture and understand their needs to devise an appropriate secure financial product. We maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances. We act as liaison to insurance providers and other financial professionals. We also, provide coaching and mentoring to individuals, as well as small business owners. We are also looking for individuals who enjoy helping people become financially prepared for the unexpected. Are you comfortable working independently and making sales presentations to individuals in all types of settings? If so, a career in the financial industry might interest you. Message us for more information.