Commercial loan broker, retirement planning, insurance brokerage, asset protection.

We specialize in two types of clients; the retiree/pre-retiree and the small business owner. We provide estate planning, risk management, retirement planning, charitable giving, tax planning and life and health insurance services. Our retiree clients come to us to make the proper Social Security benefit election, and we show them how to use modern annuity and life products to guarantee an income they cannot outlive, which is the #1 fear among retirees. We show them how to properly position th...

We specialize in two types of clients; the retiree/pre-retiree and the small business owner. We provide estate planning, risk management, retirement planning, charitable giving, tax planning and life and health insurance services. Our retiree clients come to us to make the proper Social Security benefit election, and we show them how to use modern annuity and life products to guarantee an income they cannot outlive, which is the #1 fear among retirees. We show them how to properly position their assets to cover long term care, tax, and inheritance issues. We help small business owners with access to capital, including financing options for their customers to increase sales, and offer all types of commercial loan products. We do not require the owner to have prime credit as well.