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403(b) Account -
Fixed Annuities -
Long Term Care -
- Nearing rollover age for your IRA
- Want to transfer funds to or from IRA
- Need to change the beneficiary of your
- Wondering what to do with your 401(k)
when you change jobs or retire?
Rollovers and transfers of retirement funds involve complicated
tax issues. Getting expert advice before making decisions that will
impact your quality of life and estate. Our advisors can answer all
A 403(b) plan allows teachers and
employees of not-for-profit qualifying organizations to make annual
pre-tax contributions. Because withholding taxes are not deducted on
these contributions, a 403(b) is an excellent program for
accumulating retirement funds*.
An annuity is an insurance product
used as an investment vehicle.
With a locked-in interest rate, Fixed
Annuities give you the assurance of knowing how much you'll earn on
your investment. Your money grows tax-deferred until withdrawal and
there are no contribution limits.
- Locked-In Earnings Security
- Contributions May Lower Current Taxes*
- No Contributions Limits
- Money Grows Tax-Deferred
- Guaranteed Principal and Interest Rate
- Fixed Dollar Payments
Long Term Care Insurance
Who will need long-term care?
The National Center for Health
Services tells us it's at least one of every four Americans, and our
aging population is rapidly growing. Yet, few people can afford to
pay for long-term care themselves. The costs can mean financial ruin
for the average family.
Planning your retirement needs to include planning for long-term
care insurance that will protect both your quality of life and your
- Free Coverage Comparisons
- Free Policy Review
Securing your loved ones' futures is important, and we can make that
Just call, we'll discuss the type of insurance plan
and the amount of coverage you need. No pressure or obligation.
- Whole Life
- Universal Life
- Variable Universal
- Survivorship Life
- Highly Rated Companies
- Personal Service
- Free Policy Review
* Consult your tax advisor
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