Insurance

We take time to review your current insurance and asses if you have an adequate amount of coverage. We are insurance agents as well as Investment Advisers, this can be considered a conflict of interest, but we only put the clients needs first. Most of the time the answer is not “more insurance”.

An annuity is a financial product that provides a series of payments at fixed intervals over a specified period of time. One attractive feature of fixed annuities is the guarantee of principal investment. Annuities are not appropriate for every investor, but for those looking for growth potential with protection of their principal investment, annuities can offer safety and guarantees backed by insurance companies.

Kelly George often says “Life insurance is the greatest love letter you will ever sign”. Insurance is an important part of risk management, we never want a client over or under insured. We only put your needs into consideration when recommending any insurance products.

As people age into Medicare, they are often met with a barrage of mailers and insurance offers, it can feel overwhelming and confusing. We sit down with clients to sort through the confusion and thoroughly explain their options for Medicare.

Making an informed decision about Medicare is important since it could significantly impact your finances, and we are here to guide you through every step of the way.