Services

Services

elderly patients walking in hospital

Medicare

Are you or someone you know turning 65? I can help you find the Medicare plan that is right…
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parents watch baby crawl

Life Insurance

Are you concerned about how your family and loved ones will be left to handle your financial affairs in…
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coins in a mason jar

401K Rollovers

Once upon a time, being employed in the same career our entire work lives was standard. However, the lifetime…
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grandmother reading to grandchildren

Retirement Planning

How do you plan to spend your golden years? Do you see yourself going on exotic vacations, volunteering, taking…
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team business meeting

Key Person Insurance

Key person insurance is an important form of business insurance. It is simply life insurance on the key person in a…
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mother and son at high school graduation

College Planning

Planning to Send Your Kids to College? There are several things to consider. You’ll want to consider your children’s…
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money in a safe

Annuities

Are you looking for a safe place to accumulate money or roll over your 401k? Annuities are a long-term…
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nurse taking patients blood pressure

Long Term Care

What is Long-Term Care?  Due to aging, a prolonged illness or injury or mental or physical illness, some people…
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