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Insurance/Financial Planning

As CERTIFIED FINANCIAL PLANNERS™ we have expertise in all areas of financial planning including trusts and estate planning.

  • Using annuities for guaranteed lifetime income.
  • Fixed annuities that can grow your money without market risk.
  • Term insurance with return of premium features.
  • Access to multiple life insurance companies to provide you the best value for you and your family.
  • Strategies to pay for long term care, with asset protection in case it is not needed.

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