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Are you thinking about retirement? Are you wondering if you will have enough money? Are you already retired but worried about outlasting your financial resources? Call us to get answers! Trained in all areas of personal finance, we can help you make positive decisions about your financial future!

NOTE:  A            SIGNIFIES A PREFERRED L·I·L·A·C·S  STRATEGY SOLUTION

 

A savings vehicle with a better return than CD's, it  is designed to accept and grow funds from an individual and then, upon annuitization, pay out a stream of payments to the individual at a later point in time.

A trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary.

A written document that allows a patient to give explicit instructions about medical treatment to be administered when the patient is terminally ill or permanently unconscious.

Many factors determine whether a succession plan is necessary, and although the easy plan is to simply sell the business, many owners prefer the thought of their businesses continuing on even after they're gone.

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** Some of the Information on this site has been derived from different resources such as the National Financial Planning Association, Securities and Exchange and  Commission, Department of Insurance and Investopedia

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