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A Well-Balanced Retirement Strategy

The three most important aspects to consider in retirement must be equally strong, support each other and work together to achieve balance.

Lifetime Income 

How can I position my retirement nest egg so that funds last as long as I live?

Long-Term Care 

Who will take care of me if I am no longer care for myself? How do I pay for long-term care and limit the impact on my retirement nest egg?

Wealth Transfer 

Who will inherit my money when I die?How concerned should I be about the taxes my loved ones will face should they inherit my money?

WHAT WE OFFER

MORE SERVICES

  • Medicare

    Don’t spend your golden years worrying about insurance. With a Medicare Supplement policy, you’re free to go to any doctor, specialist or hospital in the country that is Medicare-approved without having to worry about referrals.

  • Health Insurance

    Great health insurance is important for everyone, regardless of vitality or medical history. We will assist you in finding an affordable health insurance plan on or off the state health insurance exchange. We are Covered CA certified.

  • Life Insurance

    Many alternatives are available in the financial wealth transfer marketplace. But only a life insurance policy can fully guarantee the death benefit of your choice, including the many benefits available during your lifetime.

  • Real Estate

    Knowing what your home is worth is your first step to selling it. I perform a comparative market analysis, finding out what other homes in your community are worth, so we can get you the best price possible!

  • Long Term Care

    It’s difficult for working adults to imagine a time when they might need long-term care: it seems so far off. But while age necessitates this care for many, millions of Americans under the age of 65 need it as the result of a debilitating disease or injury.

  • Dental/Vision

    Don’t spend your golden years worrying about insurance. With a Medicare Supplement policy, you’re free to go to any doctor, specialist or hospital in the country that is Medicare-approved without having to worry about referrals.

  • Identity Theft

    The demand for identity theft benefits are high as news stories about data breaches are on the rise. Your clients and employees need to be aware that more than just their credit card and money can be compromised.