With our new partnership with Independent Property and Casualty Group (IPCG), it’s simple to get a quote and place a policy. IPCG is nationally recognized by Allstate, Travelers, Nationwide, Progressive, and more – so you can rest easy knowing you’re in good hands. Contact us today to learn more about the benefits property and casualty…
If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers? You may have your records organized in a way that works for you, but imagine what…
It’s as easy at 1-2-3 with our new partners, Independent Property and Casualty Group! All you need to do is: 1. Request a quote 2. Find the best plan and rate 3. And you’re done! They’ll take care of the rest Reach out to us today to see how easy it can be! Get personalized…
We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in court. The emotional toll is immeasurable, with relationships incurring irreparable harm that can last generations. Only one-third of Americans have a will or a plan…
With the help of Independent Property and Casualty Group, or IPCG, we’ll be able to provide you the best value in a customized plan that fits your needs. Reach out to us today to learn more about our new partnership and how it can work for you! Click here for a personalized quote
How do you vision spending your retirement? This month we will be focusing on retirement planning. Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can design a working plan for retirement that may surpass all your expectations. Download article here
April Newsletter: Maximizing Your Social Security Planning for Social Security can sometimes feel like entering a maze. The options may feel overwhelming, and you can quickly get lost. Social Security provides retirees with a basic income. It was never intended to fully cover the cost of living in retirement, but it acts as a supplement…
If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn 65. Download the attached for additional information. Download Here
