Individuals and Families

Your family is your number one priority. We can help you build a future for them, for any stage in life.

• Protection
• Retirement Plans
• College Planning
• Planning & Investing
• Children's Future

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• Life Insurance
• Disability Insurance
• Mortgage Protection
• Long Term Care

• Family/Life Changes
• Health Insurance
• Estate Planning
• Risk Management

• Retirement plans tailored to you
• ​Qualified plans (401(k), 403(b), etc.)
• Individual Retirement Account (IRA)
• Non-qualified plans
• Annuities

• Defined-benefit plans
• Tax-efficient plans
• Fixed investments
• Learn about Social Security income
• Supplements for your existing plan

• College savings plans (e.g. 529)
• Tax-efficient plans
• College application process support
• Tuition-aid (government)
• Scholarships and grants available

• Completing a FAFSA form (Free Application for Federal Student Aid)
• Future cost of college calculations
• Learn what factors affect college costs

• Wealth management
• Investment advising
• Variable and Indexed products
• Fixed Investments

• Tax-efficient investing
• Tax deductible strategies
• Utilize assets for capital to invest and grow

• Build capital your children can use in the future
• Investments
• Leave a legacy for generations
• Teach them financial independence