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!