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Investments & Inheritance

Our Media-featured, flagship investment solution, The Peaceful Portfolio®, provides clients with guaranteed protection from market losses, potential for industry leading gains, tax-deferral, and no advisory fees.

An optimal way to “Protect and grow money that matters™”

We specialize in designing ideal growth and income strategies for long and short term investment needs.

For clients dealing with inherited funds, we create a comprehensive strategy tailored to their unique goals and circumstances.

This involves optimizing investments for growth and income, minimizing tax liabilities, and implementing diversified financial solutions to ensure not only the enjoyment of the inherited wealth but also its sustainable growth for the benefit of future generations, if desired.

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Life Insurance

We provide term and permanent life insurance solutions from “best in class” firms that offer superior performance and highly competitive rates.

We specialize in investment grade life insurance that provides a lifelong death benefit, cash value and essential tax diversification.

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Disability Insurance

If you become sick or injured and can’t work, will you and your family be ok?

Disability insurance is also called disability income (DI) insurance. If you become too sick or injured to work for an extended period of time, this policy could help cover a portion of your income, including bonuses and commissions.

These policies can also be used by Business Owners to cover expenses associated with the business, including but not limited to employee payroll, rent and insurance, if the owner is unable to work.

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Long Term Care Planning

We design solutions based on traditional long term care insurance, hybrid life and long term care policies and benefits and riders from new and innovative investment solutions.

Our products can provide benefits that cover in-home and facility care, care by family members or simply additional income to cover these expenses.

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