Responsive Theme: Services - Detail

401k/IRA Planning

Upon retirement, most companies require employees to rollover their 401k/IRA plans to another institution. Identify the various investments options you are eligible for and how it will help you achieve your retirement goals.

Estate Planning

An estate plan begins with a will or living trust.To ensure your wishes are carried out, you need to provide instructions stating whom you want to receive something of yours, what you want them to receive, and when they are to receive it.

Annuities

An annuity is a long-term investment between you, the annuitant, and an insurance company, the annuity issuer. Under this contract, you pay after-tax funds to the annuity issuer, who then invests your principal to meet your financial objectives and pays you or your beneficiary back with earnings (subject to the claims-paying ability of the issuer).

Medicare

A Medicare supplement (Medigap) insurance, sold by private companies, can help pay some of the health care costs that Medicare doesn't cover, like copayments, coinsurance, and deductibles.

Life Insurance

In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.

Long-term Care

Help protect one of your most valuable assets – your income – from unexpected events through long-term care, disability and critical illness insurance.

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