Providing Peace of Mind & safety in your Retirement years since 1981
Headquartered in Fremont, Ohio with satellite offices in LaGrange & Atlanta, Georgia.
Our firm specializes in IRA & 401-K Rollovers
Also, providing Medicare Supplement Planning, Life Insurance Estate Planning, and IRA & 401-K Rollovers
We will help you protect what you Value, with safety & No losses to principle.
We bring extensive experience and Professionalism to you and customize every case to your individual needs and concerns.
Our Licensed Advisors have been practicing for over 37 years and started before all the .com internet boom of the late 90s.
We’re on the cutting edge of modern technology, and are here to provide all you exceptional advice that will last for years to come.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
P. O. Box 1173
Fremont, Ohio 43420
Areas of Expertise
Medicare Supplement Planning
Decision making can be sometimes difficult, we keep that easy fro you. We use top rated Insurance companies with the best premiums rates co-inciding with Top Benefits. and we’re not just talking. Our Companies deliver for you with Quick claim service and you can use any Hospital & Doctor of your choice.
We got you covered.
Cancer heart Attack Stroke Plans
Life comes at us fast, sometimes Un-expectedly, There are plans that you can get extra Lump Sum payments that off set OUT oF Pocket expenses that your Health Insurance does not pay.
Plans & options are Affordable, to protect the Huge losses that could Derail your overall savings.
Life Insurance Estate Planning
Every person & Business is different. We custom design a plan for you to what your needs are to cover Loss of Income and Estate Planning needs. Again, We use only Top notch Insurance Companies that are very competitive in Premiums and benefits.
Price is a 1 time thing, Quality is Lifetime.
Long term care& Home health care Plans
Who wants to go to a Nursing Home? Who wants to stay at Home?
Various options are available to Protect your $$$ from Huge Losses
Call for a Free Planning Interview.
IRA & 401-k Rollovers
You have worked hard and saved all your Life, now you have to be sure your retirement Savings are protected from the Downside potential losses in the market. Thats where we come in, Showing you Strategies that protect your principal & offer options of a Lifetime Income Guarantee. GUARANTEED
Your Time spent with us will be to your Advantage.
Dental Vision Hearing Plans
Misc. expenses Not covered by Medicare & health plans can be devastating to your budget in your retirement years. Call us for various options that may fit your specific needs.
Use the form below to contact us regarding your request for an Appointment or Inquiry. Please be as detailed as possible. To help us best service your Inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.