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