FINANCIAL SERVICES

She Plans. She Protects. She Prevails.

Insurance solutions for those who do it all

Tax Planning

Tax Now

  • Stocks
  • Mutual Funds


Tax- Later

  • 401K
  • IRAs
  • Annunities


Tax-Advantaged

  • Roth IRA
  • Bonds
  • Life insurance
  • Alternative Investments

Protect What Matters Most

Financial strength begins with protection

Insurance Strategies

  • Indexed Universal Life


  • Term Life Insurance


  • Guaranteed Issue Life


  • Medicare Advantage Insurance


  • Health Insurance


  • Mortgage Protection


  • Long Term Care Insurance


  • Disability Insurance



  • Hospital Indemnity

Investments

  • Fixed Indexed Annunity


  • Multi-family Investing


Estate Planning

  • Legacy Planning



  • Living Will


  • Power of Attorney


  • Healthcare Advanced Directives


  • Retirement Planning

Our Carrier Partners

You've taken care of everyone else.

Now lets take care of you.