Healthcare Strategies for 2018

About Us

We only put clients first when implementing our services. This is the only reason we have been in business for over 30 years.

Our History

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Our Vision

Our goal is to raise awareness for individuals and business owners in regards to their tax liabilities. There are many opportunities for people to educate themselves on how taxes will impact their lives and how to strategically place yourself, your family, and/or your business in the best position possible.

Statistics about our agency?
Clients Serviced
99 %
Client Satisfaction
Years in the Business
$ 36
Average cost per hour

Life Insurance Primer


“Term” is a life insurance policy that provides coverage for a predetermined amount of time. Benefits are gained if the policy owner passes away in a predetermined time frame, typically 10,15,20 or 30 years.
  • It is the least expensive and simplest of all life insurance policies.
  • There is no guarantee of renewal when the term ends.
  • We offer the most inexpensive Term insurance on the market.


This simple, affordable life insurance is designed to cover expenses like medical bills and funeral costs (including plot and mortuary expenses) and can help protect your loved ones from future financial burdens. This provides permanent life insurance coverage with flexibility and long-term grown potential.
  • Up to $250k death benefit
  • No medical exam or blood work is required.


This is a special class of annuities offered by us that yields returns on your contributions based on a specific equity-based “index,” such as the S&P 500. With an Indexed Annuity there is a guaranteed minimum return, so even if the stock index does poorly, the holder will not lose any part of his investment. Conversely, the yields will be somewhat lower due to caps and fee-related deductions.
  • Offers tax-deferred, retirement income
  • For investors who seek protection of capital
  • Can be structured to give you income for the rest of your life


Indexed Universal Life Insurance is a form of permanent life insurance. It’s an insurance policy where the benefit is assured to be paid upon your death (assuming the policy is kept current). Also, unlike Term insurance, the policy can accrue a cash value within specified “indexes” (such as the S&P 500 or Nasdaq 100).
  • A type of permanent life insurance.
  • You can choose you “index” based on your risk tolerance.
  • Cash value has tax-deferred growth
  • Can be paired with a Long Term Care rider.

Contact us now to set up an in-person meeting, video conference, or a phone appointment.

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