Solutions for Individuals and Families

You may feel invincible, but the truth is, you have a greater risk of becoming seriously ill or injured than of dying for much of your life. And should disaster strike, the lifestyle you've worked so hard to create may be lost for good. That's why -- even when you're young -- looking into protecting your health and life makes good financial sense. We can help with:

• Income Protection
• Life Insurance
• Disability Insurance
• Estate Planning

Download our brochure for those just starting out.

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Young Families

Now you’re a family. And with so much ahead of you, there’s never been a better time to make plans that will put your goals for today and tomorrow well within reach.

Whether it’s your property or your health, the right insurance protection can make all the difference in how well you recover and rebuild after a setback. So let us help you with:

• Catastrophic Illness Insurance
• Property & Casualty Insurance
• Auto Insurance
• Flood Insurance

Achieving your big goals for the future will depend on how well you save and how hard your savings work for you. We can help you build toward the future with:

• Investment Strategies
• Savings Strategies
• College Savings Plans
• Retirement Planning

What would happen to your family if something happened to you? Hard as it may be to admit, there’s a chance that serious injury, illness, or untimely death may make it impossible for you to provide for your family. But you can help ensure that their financial security is protected with:

• Income Protection
• Life Insurance
• Disability Insurance
• Estate Planning

Download our brochure for young families.

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Mid-Career

You’ve accomplished much, but you’ve still got big goals on the horizon. Like sending kids to college and looking after aging parents. All while saving for your retirement. Overwhelmed? Whether you’re building wealth for retirement, a college education for a child, a once-in-a-lifetime vacation, or care for an aging parent, you need to maximize your savings. We can help you with:

• College Savings Plans
• Investments
• Mutual Funds
• Managed Accounts
• Retirement Planning
• 401(k) Plans
• Roth and Traditional IRAs
• Rollovers

No matter if it’s your property or your health, the right insurance protection can make all the difference in how well you recover and rebuild after a setback. So let us help you with:

• Income Protection
• Disability Insurance
• Long-term Care Insurance
• Catastrophic Illness Insurance
• Property & Casualty Insurance
• Auto Insurance
• Flood Insurance

What would happen to your family if something happened to you? Hard as it may be to admit, there’s a chance that serious injury, illness, or untimely death may make it impossible for you to provide for your family. But you can help ensure that their financial security is protected while securing your legacy with:

• Life Insurance
• Charitable Giving
• Estate Planning

Download our brochure for those in the midst of their earning years.

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Nearing Retirement

You’ve built so much. Family. Home. Career. And now, your retirement . . . But there’s still so much to do. Like ensure your retirement funds last as long as you do. And creating a legacy for loved ones when you’re gone. We can help.

Building your retirement fund is just a start. Effectively managing it so that it continues to grow while minimizing taxes is key. Otherwise, you might just outlive your retirement funds. So, look to us for:

• Investments
• Mutual Funds
• Managed Accounts
• Retirement Planning
• 401(k) Plans
• Roth and Traditional IRAs
• Rollovers
• Social Security Planning

One catastrophic illness can put both your care and your assets in jeopardy. The right insurance protection, on the other hand, will help you protect your legacy without sacrificing your care. So let us help you with:

• Long-term Care Insurance
• Catastrophic Illness Insurance

What would happen to your family if something happened to you? Hard as it may be to admit, there’s a chance that serious injury, illness, or untimely death may make it impossible for you to provide for your family. But you can help ensure that their financial security is protected while securing your legacy with:

• Life Insurance
• Charitable Giving
• Estate Planning

Download our brochure for those nearing retirement.

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Widows and Widowers

Few life events are as devastating as the loss of a spouse. While there’s little we can do to ease the emotional toll of widowhood, we can at least make many of the financial transitions as worry-free as possible. So, let us help.

In the difficult days, weeks, even months after the loss of a spouse, a host of “tasks” need to be completed so that life can move forward. That’s where we can help. From gathering the necessary documents to file death benefit claims, to helping with re-titling of assets, to investing lump sum distributions from life insurance or retirement plans — and so much more — we can be your ally in this difficult time.

Although many of your life goals may be the same today as before the loss of your spouse, the strategies for accomplishing them may need to be revamped. We can help with such needs as:

• Financial Planning
• College Savings Planning
• Estate Planning
• Retirement Planning
• Business Planning
• Social Security Planning

Whether you’ve inherited wealth from your spouse, need to invest assets from life insurance or retirement accounts, or are trying to build wealth for the future, our in-house money manager can help you build and manage wealth with a full range of services, such as:

• Investments, Mutual Funds
• Managed Accounts
• 401(k) Plan
• Roth & Traditional IRAs
• Plan Rollovers

We can also help you protect yourself, your loved ones, and your property with a wide range of insurance products and services:

• Income Protection
• Disability Insurance
• Life Insurance
• Catastrophic Illness Insurance
• Property & Casualty Insurance
• Auto Insurance
• Specialized Coverage

Download our brochure for those dealing with the loss of a spouse.

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Same Sex Couples

Family is where the love is. Simple as that. Here’s how a little planning now will help put you within reach of your goals for yourself and your family, come what may.

Whether it’s your property or your health, the right insurance protection can make all the difference in how well you recover and rebuild after a setback. So let us help you with:

• Catastrophic Illness Insurance
• Disability Insurance
• Property & Casualty Insurance
• Auto Insurance
• Flood Insurance

Whether you’re building wealth for retirement, a college education for a child, a once-in-a-lifetime vacation, or care for an aging parent, you need to maximize your savings. We can help you with:

• College Savings Plans
• Investments
• Mutual Funds
• Managed Accounts
• Retirement Planning
• 401(k) Plans
• Roth and Traditional IRAs
• Rollovers

What would happen to your family if something happened to you? Hard as it may be to admit, there’s a chance that serious injury, illness, or untimely death may make it impossible for you to provide for your family. But you can help ensure that their financial security is protected while securing your legacy with:

• Life Insurance
• Charitable Giving
• Estate Planning

Download our brochure for same sex couples.

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