People don’t want insurance—they want what it does. They want their kids to go to college; they want to retire and maintain a certain lifestyle for the length of their life. Insurance products provide a safeguard so they can realize those objectives—regardless of interruptions.
—Jim Pittman
Life insurance, long-term care insurance, and disability insurance are all income replacement strategies—a means to safeguard your lifestyle. We use insurance products as a strategy to replace income when someone dies, ages or becomes disabled.
Think about it: income drives lifestyle. During our working years what could interrupt that lifestyle but death, disability and old age? *or* During our working years what could interrupt that lifestyle is death, disability and old age. When you retire, insurance products help you segue from earned income to passive income.
We guide our clients through a step-by-step personalized process to help them understand how to reach their financial goals, visions and dreams for their future. We build a sound financial plan by utilizing the following products and services: