MAKING MONEY WORK FOR YOU

To guard your wealth, we use the best asset protection strategies and a set of approved insurance products. As a part of financial planning, we will help to diversify your assets to provide secured lifetime income.

Do You Need Asset Protection?

Protecting Your Future

As you plan for retirement, it’s important to have all the pieces of the puzzle working together on your behalf. That means taking a good, long look at what you have, what you are doing, and how you move forward. Things happen, so having a plan of action for investing and keeping your retirement assets protected can provide peace of mind as you plan for the future.

There are different types of assets to consider, including IRAs, 401(k), profit-sharing plans, and more. If your personal retirement savings will be the main source of funding for retirement, you must protect these assets from day one.

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News & Resources

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Navigating Changes in Medicaid Benefits: What Florida Residents Need to Know

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The Basics of Health Insurance and Why You Need It

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How To Save Money On Your Health Insurance Premiums

Health insurance premiums can be a significant expense for many people, and finding ways to save money on these costs is crucial. Fortunately, there are several steps you can take to reduce your health insurance premiums without sacrificing the quality of your coverage. Shop around for the best rates One of the best ways to…
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Unhappy With the Cost of Your Employer Provided Health Insurance?  

You have options. Health insurance is an important benefit that many employees rely on to cover their medical expenses. However, for some, the cost of employer-provided health insurance can be a significant burden and may even seem unaffordable. If you are among those who find themselves struggling with the cost of health insurance provided by…
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Medicare Guide 2023 – What’s New

There are major changes on the horizon as it relates to Medicare. Since premiums and medication have been rising every year, it’s easy to miss the biggest Medicare reforms in two decades. On the bright side, these changes will substantially lower the cost of health care services and prescription drugs starting in 2023. To increase affordability for prescription…

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