Did you know that we...

placeholder

Have Strategic Partners to help you navigate through Medicare enrollment questions?

Medicare is a national health insurance program that was started in 1965 under the Social Security Administration to help pay for a multitude of medical services.
Read A Guide To Understanding Medicare
employees in conference room

Offer Roth IRA Conversion Strategies?

As financial advisors, one of the strategies that we often recommend to our clients is a Roth conversion. A Roth conversion is the process of converting funds from a Traditional IRA or 401(k) into a Roth IRA.
Read About Roth IRA Conversions
financial graphic

Have a Vast Inventory of Fixed-Rate CD's that Offer FDIC Insurance?

Don’t miss out on attractive returns with a fixed-rate CD. It's a great place to park cash. If you have cash earning money market returns this is a great alternative. 

Contact us to learn more.

Contact Us
elderly couple

Offer Backdoor Roth IRA Solutions?

Generally, the ability to contribute to a Roth IRA is limited to individuals who earn below a certain amount of Modified Adjusted Gross Income (MAGI). However, an opportunity to add money to a Roth IRA may exist for those individuals who are eligible to make a traditional IRA contribution.

Read About the “Backdoor Roth IRA”
abstract architecture

Provide annuity reviews and analysis?

An annuity is a contract between an investor and an insurance company. Annuities can help investors accumulate assets for retirement on a tax deferred basis. Annuities can also provide lifetime income, death benefits and principal protection.
Read A Guide to Investing in Annuities