Finding a Direction Can Be Tough...
Let Us Help Find a Solution Tailored For Your Needs
Annuities
An annuity can be a part of your total retirement strategy, in that you can purchase one with a lump sum or regular premium payments over time. Annuity assets grow tax-deferred, and interest is compounded. When you begin making withdrawals or receiving payouts, you will only pay taxes on the interest earned if you paid for the annuity with after-tax dollars. There is no IRS limit as to how much premium you can put into Non-Qualified annuities.
Mutual Funds
A mutual fund is at its core a managed portfolio of stocks and/or bonds. You can think of a mutual fund as a company that brings together a large group of people and invests their money on their behalf in this portfolio. Each investor owns shares of the mutual fund, which represent a portion of its holdings.
Stocks and Bonds
With our years of industry experience, we focus on helping to maximize the value of your income portfolio and help you build a retirement plan that delivers dependable income, growth potential, and, most importantly, defense against damaging losses. As a Registered Investment Advisory firm, we honor our fiduciary responsibility. As spelled out in the U.S. Investment Advisers Act of 1940, our goal is to always act and serve in the best interest of our clients.
Life Insurance
Life insurance provides an infusion of cash for dealing with the adverse financial consequences of the insured's death i.e.; Paying final costs, paying off debt or replacing income, etc.…
Life insurance enjoys favorable tax treatment unlike any other financial instrument. Death benefits are generally income-tax-free to the beneficiary.
Life insurance enjoys favorable tax treatment unlike any other financial instrument. Death benefits are generally income-tax-free to the beneficiary.
Long Term Care Insurance
The phrase long-term care refers to the help that people with chronic illnesses, disabilities or other conditions need on a daily basis over an extended period of time. The type of help needed can range from assistance with simple activities (such as bathing, dressing and eating) to skilled care that's provided by nurses, therapists or other professionals.