Financial and Retirement Planning

Our expert agents are here to find the best financing option for you. We want you to be comfortable

and confident in the choices we make together. We’re not only here to help you accumulate wealth but

preserve and distribute it. We also provide proper tax planning through Postema Accounting Solutions.

COVERAGE OPTIONS:

•  Fixed Income Annuties
• Income Planning (pension style)
• Annuites with Long-term Care Riders
• Annuities with Death Benefit Riders
• IRA/401K
• IRA/401K Rollovers
• Financial Strategies
• Estate Preservation
• 403(b)
• Simple IRA (Group)

Contact one of our agents today to assess what options would be most advantageous for you.