Our Featured Strategies

Complete Medicare Health Insurance Planning

Employer Preventative Health & Wellness Efficiency Planning

Key Person, Buy/Sell Agreement, Executive Compensation, Disability Income

Family Income, Mortgage Protection, Final Expense Planning

Home Care and Long Term Care Planning, Life Settlements

ACA Health, Dental, Vision, Short Term Medical, Hospital Indemnity, Critical Illness (Cancer, Stroke, Heart Attack)

Tax-Exempt Retirement Income, Guaranteed Income

401k Rollover Planning, CD Protection

Premium Financing and Foreign Nationals Tax Strategies,