Investments We offer a wide range of investment options- from fixed accounts to equity positions- serving clients in all stages of life. Whether you're in the accumulation phase or entering retirement and focused on preserving the wealth you've worked hard to build, we're here to help you achieve your financial goals.

Life Insurance Life insurance ensures that loved ones receive financial support following the policyholder's death. The beneficiaries can utilize the funds to cover funeral expenses, outstanding debts, basic living expenses, education fees, medical bills, or any other financial need that may arise.

Long-Term Care Insurance In situations where care is needed beyond what a family member can provide, long-term care insurance helps cover the ever increasing costs associated with that care. We offer both facility-based and in-home care options, allowing individuals to choose the setting that best meets their needs.

Medicare Advantage and Supplements Medicare Advantage is a type of health insurance plan offered by private insurance companies that contract with Medicare. It combines the benefits of Medicare Parts A, B, and usually Part D (prescription drug coverage) into a single plan. Medicare Supplements are designed to fill the Medicare part A and B coverage gaps. These plans bring peace of mind to seniors by eliminating the cost sharing responsibility and are guaranteed renewable.

Under 65 Health Insurance (ACA) Comprehensive health insurance plans, such as those provided by the Affordable Care Act, are designed for the long term and cover a significant portion of the annual medical expenses typically incurred by an average American.