About Us

Our passion is helping families and small business owners plan for a sound financial future. We help people protect, save, and grow their money by following two rules: Rule #1: Never Lose Any Money and Rule #2: Never Forget Rule #1. Our specialties are tax-free retirement planning and retirement income planning. We also discuss all areas of protection, savings, and growth that include life insurance, short /long-term disability income protection, long-term care protection and college planning.