Life insurance and annuity options are evolving each and every day. With those evolutions come more options, and ideally, even more protections. Some of the newest possibilities include retirement benefits and protection from volatile markets that may not be available with other investments. They also offer other benefits when it comes to protecting your family as you age, or even in the event of untimely passing. We specialize in assessing your options, educating you about the facts and helping you select the one that best suits your individual position.

Retirement planning starts years before you quit working, and we can help you explore insurance and annuity options that can generate reliable income and protect your retirement and your future. Even if you’ve already reached retirement age, it’s never too late to prepare for what’s on the horizon. We are seniors who help seniors, so we’re prepared for your questions. We can plan for your goals, setting milestones and helping ensure that you meet them as your career comes to an end and long after.

Medicare can be confusing, but it doesn’t have to be. We are passionate about educating you on your healthcare in retirement. What does it cover? How do you pay for it, and what will need to be covered using other investment vehicles? These are topics we cover at meetings and during partnerships, all with the goal of leading you down your most opportunistic path.

It’s a difficult topic. No one wants to think about giving up their home and paying tens of thousands of dollars each year, simply to have a roof over their head. The reality is, it happens, and we can help you with avenues to cover the cost and keep you from running out of money during your life. Before you reach retirement, it’s important to consider that as a possibility because Medicare does not cover long-term care. If you have questions, we can help.