Exit Strategies and Retirement for Business Owners

Working with many businesses to facilitate individualized, personalized and proprietary retirement programs is challenging and rewarding. One of the more powerful approaches we use is a front loaded retirement program – namely leveraged planning. While there are many ways in … Continue reading →

CD or Annuity – Which is Better For Long Term Savings?

A fixed deferred annuity may be a great alternative to a certificate of deposit (CD). Ask yourself the following questions to determine if a fixed deferred annuity might better meet your long term savings goals. Do your answers indicate that you … Continue reading →

Annuity or CD For Retirement Goals?

Would a fixed annuity be better than a CD for long term goals? A fixed deferred annuity may be a great alternative to a certificate of deposit (CD).  Ask yourself the following questions to determine if a fixed deferred annuity … Continue reading →

Why Consider Life Insurance

Do you believe that you have enough life insurance coverage?  Do you have term or permanent coverage?  Did you know that term is super inexpensive, but the older you get, the more it costs?  And, once it lapses and you … Continue reading →