We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value. Examples include whole life insurance, universal life insurance, and variable life insurance. Each type has its own unique characteristics and traits, but the goal for each is to provide your loved ones with a sense of financial security should you die prematurely and also accumulate as much cash value as possible for you to tap into on an income-tax-free basis. More and more people are buying cash value life insurance because of the tax efficiency it offers.

To learn more about Life Insurance plans, give us a call at (734) 425-0112 and schedule a free financial consultation.

Typically, waiting as long as possible to claim Social Security benefits will maximize the payout. However, did you know that factors, such as how many years you worked, how much money you make, and more, actually impact your Social Security. We will discuss what you need and how Social Security can be optimized for your specific situation.

To learn more about Social Security optimization, give us a call at (734) 425-0112 and schedule a free financial consultation.

In case of an unexpected health problem, long-term care will act as an insurance policy for these what-ifs. While long-term care plans are typically viewed as too costly when there’s no guarantee you will even need one, we will guide you in this decision-making process. No matter your budget, we can determine what the best plan of action is for you.

To learn more about Long-Term Care options, give us a call at (734) 425-0112 and schedule a free financial consultation.