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Jeff was very thorough. He explained things in a language we could understand. It takes a lot for Debra to trust anyone and she trusts Jeff 100%. He’s patient and takes his time. – Art & Debra S.
Jeff was very patient with all of my questions. His staff responded quickly to any and all concerns. He took me step by step through the process and I couldn’t be happier. Mike S.
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Recent Posts

Annuity Funding: Individual Retirement Account Versus After Tax Dollars

April 14th, 2017|0 Comments

A form of annuities has been around since Roman times. In the reign of emperors, investors made a single payment into an “annua” and received annual stipends for the rest of their life.

Life Insurance — It’s Not Just for Dying Anymore

March 8th, 2017|0 Comments

Life insurance plans can offer benefits when you need it most… and I'm talking about while you’re still living.

Is it time for the LGBTQ community to get their houses in order?

February 10th, 2017|0 Comments

The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.

Medicare and Long-Term Care Reality Check

February 10th, 2017|0 Comments

An "observation loophole" trending among hospitals can lead to sticker shock and unexpected, high out-of-pocket costs for seniors on Medicare entering nursing care.