Should I work with a Financial Professional?

Many believe that having a financial professional to guide you can improve your financial outlook. Having an experienced and objective third party involved to advise you to make critical decisions can help you understand all of your options and make better choices about your retirement.

Do you have an account or relationships minimum?

Some financial professionals have a $500,000 minimum across a family of accounts. However, we require a $50,000 minimum.

How are Financial Professionals paid?

We are paid a percentage of the commissions from the insurance companies we work with.

Can I access my money when I need it?

Our goal is to help ensure your retirement funds are properly placed in insurance products that offer a measure of liquidity without significant penalties for withdrawal. We also work with clients to help them establish emergency funds and backup sources for income if needed.