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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
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Section 529 College Savings Plans
A 529 plan is a state-sponsored education savings program that allows an individual to save in a tax-deferred account to pay for a beneficiary's post-secondary education at any accredit...
Read More of this ArticleWhat Is The Coverdell Education Savings Account (ESA)?
One of new products that came out of the Budget Reconciliation Act of 1996 is the Coverdell ESA. The Coverdell ESA offers the potential for tax-free growth when you use the account to f...
Read More of this ArticleInvestment Alternatives For Funding College
College should be considered a lifetime investment rather than just a four-year expense. It requires financial planning and personal sacrifices. The earlier you start saving and investi...
Read More of this ArticleHome Insurance Coverage
Your home is the usually the biggest purchase you will make and is your most valuable asset. If you have any damage, you need an insurance agent that will find the best company to fit y...
Read More of this ArticleTaking The Mystery Out Of Capital Gains
Under the recently enacted Jobs and Growth Tax Relief Reconciliation Act of 2003, generating long term capital gains or acquiring dividend income could be two of your big opportunities ...
Read More of this ArticleFinding Scholarship Opportunities
Over 85% of the nation's schools offer various types of scholarship, granting money to college students based on a host of criteria such as academic merit, financial need, and in some c...
Read More of this ArticleGet a Quote
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Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
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Who offer personalized solutions of high quality products and retirement planning services.