Whatever stage you are in life, we can help you devise a plan that helps you meet more of your needs. It’s never too late — or too early — to plan for and protect your future. Planning is more than investing; it’s assessing your needs, your family’s needs, risks, and desires. Together we can start planning for your Golden Years, whether you picture a cabin by a lake or a trip around the world.
It is not in the stars to hold our destiny but in ourselves.
~ William Shakespeare
In today’s environment of disappearing pensions and the uncertain future of Social Security, it’s important to have a qualified, trusted professional working in your best interests
Life insurance is a basic need for most of us, yet determining what type and how much to buy is a very confusing choice. Term insurance or permanent coverage?
There are several tax-advantaged savings vehicles available to help families in these uncertain times. Some options are 529 plans, educational savings accounts, Coverdell savings plans, uniform gifts to minors plans and even over-funded life insurance policies.
We base our recommendations on independent research and suitability factors like your age, income, stage in life and long-term goals. We believe in treating each client as an individual, and not just another account number.
Disability Income Insurance*
You might have insurance if you were to get sick or die, or if your house burned down, but is your family truly protected? Many people overlook their biggest asset – their ability to earn income in the future. If you were alive, but unable to work and earn income, how would your family make ends meet?
Long-Term Care Planning
401(k), 403(b), IRA and SEP Plans*
Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA’s BrokerCheck