Comprehensive Financial Solutions Tailored to Your Goals

We provide assistance in the following areas:

Insurance

  • Life Insurance

  • Disability Income Insurance

  • Medicare Supplement Insurance

  • Long-Term Care Insurance

  • Final Expense Insurance

  • Fixed Annuities

  • Cancer Benefit Insurance (Not available in every state)

Tax and Accounting

  • Individual and Business Tax Preparation

  • Tax Planning and Consulting

  • Electronic Filing

  • Accounting System Setup

  • Write-Up Services

  • QuickBooks Pro Advisor

Retirement Planning

  • Planning for Social Security

  • 401K Options

  • Pensions, Elections, Etc.

  • Tax Reduction Strategies