Our Insurance and Tax Consultants believe in honesty and integrity. We pride ourselves on staying apprised of all the new information from the IRS. We pay close attention to detail and offer a variety of helpful services all under one roof. These services include annuities, retirement plans, life insurance, mutual funds, managed accounts, direct banking, institutional investment management, employee benefits, and financial planning.
Join us for financial advice and learn how to:
Defer paying federal income taxes on my interest income.
Defer paying state income taxes on my interest income.
Avoid the costs and delays of probate.
Increase my after tax interest income.
Keep more of my Social Security income after taxes.
Make sure my money, at my death, will go to those family members I choose, not who the probate court chooses.
Switch my IRA accounts to annuities-with 100% IRS approval.
Lock in a guaranteed interest rate for five years-with a guaranteed option for another five years.
Recover losses on my bond portfolio.
Recover transfer costs incurred when moving my CDs, mutual funds, money market accounts, stocks, etc. into annuities.
Protect my savings from creditors.
Guarantee my interest income may increase if I become disabled.
Maximize my company's retirement plan.
Put up to $250.00 tax-free in my bank account.
Take three vital steps before I retire.
Lock in and guarantee my stock market gains and still participate in future gains if market continues to grow.
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