Services

RETIREMENT FUNDING - Can we achieve our goals?

TAX-FREE INCOME SOLUTIONS - Where can I save money for retirement with tax-free access in the future?

MORTGAGE PROTECTION - Can we keep from losing our home if a breadwinner is disabled or worse?

LIVING BENEFITS - How can I access my life insurance death benefit while still living if I suffer a heart attack, stroke, or cancer?

EDUCATIONAL FUNDING - How do we pay for our children's education?

COVERAGE FOR CHILDREN - Can we obtain lifetime insurance coverage for our children?

ASSET PRESERVATION - Can we protect our assets from market volatility?

ESTATE DISTRIBUTION - Can we pass our assets to our heirs without the time and expense of probate?

SMALL BUSINESS PROGRAMS - How can I ensure that our business can stay in business if something happens to me or my business partner(s)?

FINANCIAL LITERACY SEMINARS - Are you an individual or a member of some organization, school or group that would like to have a 1 hour Financial Seminar or a 3 hour workshop? We would be glad to provide that service by our published author LaShaundra Caesar who published the book "When 40 Acres and a Mule Won't Do" - Retirement is Not an Age, But a Financial Number in 2021.