With more than 39 years of combined experience and industry knowledge, we’ve seen it all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning and adhere to the Golden Rule in every recommendation—only providing clients with options we would use ourselves. Our products help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.
We can help you execute a reliable retirement income plan utilizing the following products and services:
Outline and explain employer-sponsored retirement plans.
Tax-efficient strategies.
401(k) rollovers.
Retirement income strategies.
Long-term care insurance.
Estate planning and preservation.
Asset protection through insurance and annuity products.
Legacy planning.
Do you know where your old 401(k) is?
Did you leave your 401k behind at your last job? This is something that could impact your retirement and your financial future. Download our complimentary, no-obligation guide, “5 Rollover Strategies for 401(k)s” to learn about the options you have for managing your old 401(k) plan.
Don’t see what you’re looking for?
Give us a call at 337.560.1805.
We have 39 years of combined experience working with all kinds of retirement income products assisting health professionals and, chances are, we can help you, too!