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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

What services we provide....

Risk Management Strategies: Whole Life Insurance, Term Insurance, Universal Life Insurance, Variable UL Insurance, Long Term Care Insurance, Disability Income Insurance, Health Insurance, Home/Auto/Renters Insurance and Commercial Insurance

Wealth Accumulation Strategies: Asset allocation tax strategies, Mutual Funds/Money Market Funds and Fixed/Variable Annuities 

Estate Preservation Strategies: Estate Analysis, Estate tax strategies, Charitable giving, Trust Funding and Split Dollar Insurance

Business Succession Planning: Business Succession strategies, Buy-sell agreement funding, Disability Income buy-sell agreement funding, Key Employee Insurance, Key Employee Retention programs, Corporate Owned Life Insurance and Split Dollar Insurance.

Retirement Strategies: Tax Sheltered Annuities(403 (b) plans, Simplified employee pensions, Employee Stock option Plans, Defined contribution plans, Keogh plans, Traditional IRA's, 401(k) plans, Pension plans rollovers, Roth IRA's, Pension plan designs, Early retirement plan withdrawal options, Profit sharing plan design and Non-qualified deferred compensations

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck