Living Benefits Life Insurance
Access your death benefit while you’re still alive. If you were to get sick or hurt, a living benefits life insurance policy will allow you to rest easy with access to funds to maintain your expenses and heal comfortably.
PSERS Retirement Planning
We assist public school employees in the Commonwealth of Pennsylvania transition from full-time employment into their retirement. Our goal is to educate the different pension plan options available to them, maximize their retirement income, and minimize risks as they enter their golden years
Mortgage Protection
This is an insurance policy that can help you keep making mortgage payments, pay off the loan, or provide your family with extra time in the home in case of death, critical illness, chronic illness, terminal illness or critical injury.
SEP (Simplified Employer Savings Plans)
If you’re self-employed or a small business owner you can reduce your tax liability and increase your after-tax income by implementing a SEP.
Tax Free retirement plans
These plans, such as a Roth IRA or an IUL can offer unique benefits like tax-free withdraws and protection from market volatility. By diversifying your retirement strategy beyond a 401(k), you can maximize your wealth accumulation and enhance financial security in your later years.
401(k) Rollovers
When saving for retirement it’s important to grow your money as much as possible while keeping risks low. A great option for this can be moving your current 401(k) investments to earn solid returns, reduce fees, and protect your account from market losses.
Children’s Savings Plans
Create a savings plan for kids to secure their future. Help your child prepare not just for college, but for financial opportunities for things like owning a business, buying a home, traveling, and so much more.