Education Center

As you prepare for our initial meeting, consider the topics discussed in these brief summaries and how they relate to your long- and short-term financial goals.





Making Your Retirement Everything You Dreamed It Would Be



Imagine waking up on your first day of retirement. What will you do all day? Play golf? Romp with the grandkids? Go sailing or take a trip? You'll need a plan to turn your dreams into reality. On that first morning, you'll want to awaken to a retirement lifestyle that is as comfortable, or more, as when you were at the peak of your career.

We will work with you to identify your nees, wants and wishes for your retirement.

Planning a Legacy for Loved Ones



After decades of working hard, saving, and investing, it's common to want to share what you've accumulated with those around you. If you are one of millions of Americans who are concerned about leaving something to family members or a favorite charity, now is the time to begin planning your legacy. Employing the appropriate giving strategies now may help increase the value of your gifts both to yourself and your intended heirs.





Protecting Your Assets



Part of the American Dream is to own a house. But having a home that you work to make a special place, where you raise a family and spend your happiest moments, is much more than just having a roof over your head. It's a major financial commitment to own and maintain a home, so it's important to think of it as one of your most important investments — one that needs to be protected. Having a plan in place to safeguard your investment in your home is critical to help ensure it will be there to protect your family for years to come.



One way to help ensure your family can pay off the mortgage if something should ever happen to you is to consider insurance products for mortgage protection. The death benefit from the appropriate Permanent Life or Term Life insurance policy can help your family retire the mortgage and help preserve their current lifestyle and their dreams for the future. 







There are many financial products and services from which to choose. As financial representatives, we can help you decide which are most appropriate for your situation and help you make adjustments as your needs change in the future.