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<strong>Financial Services</strong>

Financial Services

Sometimes a second opinion can be the difference to help you achieve your financial goals. Whether it’s in budgeting, business strategies, credit repair, student loans relief, merchant services, estate planning strategies, money management and much more. Schedule an appointment to see all the services our team can offer you to meet your financial goals.

 

<strong>Medicare</strong>

Medicare

Selecting a Medicare plan can be intimidating, but we have a variety of plans to fit your needs and can help you navigate the system.

 

<strong>Individual Retirement Accounts (I.R.A) and business Strategies</strong>

Individual Retirement Accounts (I.R.A) and business Strategies

What are all the benefits of these various I.R.A. accounts ? just changed jobs? What forms do I need to rollover these funds? Does any of these accounts affect my social security? Will my accounts be able to sustain my retirement? Let our team assist you with these challenging questions!!

<strong>Insurance and Legal Family Planning .</strong>

Insurance and Legal Family Planning .

Whether you're looking for the affordability, protection or cash value of insurance or burial trusts, we have options to fit your needs and budget. Ask us about how long term care, critical, chronic ,terminal illness may now be combined in one policy.

 

How We Work

There to support you through the life of your plan.

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