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Helping to Plan Your Future

LIFE INSURANCE

You have heard it before “Life Insurance is not for those who die, it is for those who are left behind.” We represent over 25 of the top life insurance carriers in order to provide you with the most competitive rates and underwriting.

Our Services Include:

  • Individual Needs Analysis
    How much coverage do you need and for how long? What type of coverage is best for my situation?
  • Business Protection
    Buy/Sell Planning, Key Person, Business Continuation, Loan Coverage
  • Estate Planning
    Minimize the amount of estate taxes by funding a life insurance policy inside a trust.

LONG TERM CARE

Protecting yourself and your estate with long-term care has become a very important piece of the financial planning puzzle.

Whenever you need assisted living, nursing home or at-home care, the cost can be enormous and a huge burden. Transfer that risk to a comprehensive long-term care policy. We compare several insurance carriers to get you the best coverage and the best rates. Peace of mind and receiving the best care is what a good long-term care policy can give you.

INVESTMENTS

We help clients create investment strategies that are goal-orientated and value-based. Our services include:

  • Mutual Funds
  • IRA’s
  • 401k Rollovers
  • Annuities
  • 529 College Savings

As an independent advisor we put your needs first. We offer a simple, easy to understand process to give you a clear vision of your goals.

Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Alera Group, Inc., AMCORP, and Alera Investment Advisors, LLC are not affiliated with Triad Advisors, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck.

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