Insurance Products and Financial Services to meet the needs of individuals, families, and businesses.
Insurance: Property, Baggage, Personal Lines, Casualty, Life.
Investments: IRA, Roth IRA, Education Accounts
“People don’t plan to fail; they fail to plan”
Risk and uncertainty are an inherent part of life; they stem from a variety of sources, including accidents, legal liabilities and natural disasters. It is important to act proactively to preserve and protect what you earn, build and own. Insurance coverage and financial planning provide some assurance and peace of mind during uncertain times.
When was the last time you did a “Financial Needs Analysis”, to evaluate where you are “versus” where you want to be? Do you know the ‘Rule Of 72’?
Do you have a retirement plan?
Do you have a contingency plan for your business?
If any of the above questions catch your attention, contact us to schedule a Free consultation with a Licensed Insurance and Financial Services Consultant. Let’s open up the possibilities.