Those We Serve


INDIVIDUALS, EDUCATORS, FIREFIGHTERS, POLICE, SHERIFFS, GOVERNMENT EMPLOYEES, & BUSINESS OWNERS

Through our financial agents and advisors, we work with individuals, public and charter school employees, professors, government employees, sheriff departments, firefighters, small-business owners, employees, employers and third-party administrators to provide financial services and products.

We offer our clients creative solutions based on their needs. These solutions include:

  • Retirement Plans: 403(b)/Roth 403(b) Plans, 457(b)/Roth 457 Plans, IRAs/Roth IRAs
  • Rollover IRA Solutions: Guaranteed Income for Life
  • College Funding
  • Life Insurance with Living Benefits (Permanent and Term)
  • Long-term Care Insurance

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