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SPECIALTIES

MANAGED ACCOUNTS
Making money is not easy and keeping what you have earned is harder still. Using defensive tactical allocation strategies through registered investment advisors to rotate into the most beneficial sectors of the economy, risk management programs seek to conserve principal. Defensive strategies help avoid down markets, providing the opportunity to invest anytime. Defensive strategies are designed to conserve client accounts by keeping them in the sectors of the economy that are of the greatest benefit. The real benefit to the client is confidence in your investments. While they are busy about their lives, the money managers are watching out for their portfolios on a daily basis.

MEDICARE AND SOCIAL SECURITY
Making the decision that is in your best interest for these important benefit programs can be difficult. Wading through all the changes, significant applicable dates and various choices can be challenging to say the least. We are here to help with that. Retirement planning is a puzzle of many pieces. Putting them together properly can help you maximize your income. Selecting the best plan for you can save you money in premium and understanding enrollment dates can help you avoid costly penalties.

BE PREPARED
Confidence comes with a well-defined plan of action. An experienced investment advisor can help you develop defensive strategies to avoid down markets by keeping your investments in sectors that are of the greatest benefit. It is important to develop income strategies long before you actually need them in retirement. Defensive strategies help you keep more of your money so it is there when you are actually are ready to start spending it during the retirement years. Call today to discover ways to keep more of your hard earned dollars. The real benefit to you is a confident retirement.

INSURANCE
Making the decision that is in your best interest means having the proper protection for your family. Illness or the untimely death of a loved one can exhaust your financial resources very quickly. As an independent agent we have a multitude of Medicare Supplement policy choices, Life Insurance policies and Long Term Care Insurance policies from which to choose. All are from the top rated carriers in the industry. If you reside in one of the states listed on our website where we are insurance licensed, please call today on our toll free number (800) 624-5755 to receive a quote on these important elements of a solid financial action plan.