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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
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Gift Tax Fundamentals
The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property ...
Read More of this ArticleIntroduction to Disability Insurance
Disability Insurance
Protects your most valuable asset and your ability to earn an income.
Disability insurance pays cash benefits to the policyholder in the event the insured is unable to work due ...
Read More of this ArticleMortgage Basics
Many home buyers search for a home they want, then apply for a mortgage and hope for the best. A better approach is to find out how much mortgage you can qualify for, then look at homes that you know ...
Read More of this ArticleImplementing A Cafeteria Plan
Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to se1ect the benefit programs they prefer.
The plan offers two or more options and the emplo...
Read More of this ArticleSmarter Decisions
Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.
Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
Specialized Advisers
Who offer personalized solutions of high quality products and retirement planning services.
