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Contact Info:
- 843.964.1445
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- Charleston Tri-County Area
explore our services
Each service addresses specific challenges and needs. Find out how we can help protect your hard-won assets.
Mortgage
Protection
A Mortgage Protection Policy would pay off your mortgage or replaces your income in the event of a homeowner’s death, chronic or critical illness or injury. Some plans offer return of premiums, if policy was not used during that time reducing your total liability.
PSERS
Retirement
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.
Living Benefits
Life Insurance
A Living Benefits life insurance policy lets you use part of your death benefit while you're still alive. This can help cover medical bills, pay expenses, or support your lifestyle during health issues, allowing you to focus on recovery without financial stress.
Tax-Advantaged Plans for Small Business Owners
A Simplified Employee Pension (SEP) plan is a retirement option for self-employed individuals and small business owners. It lets you contribute a large part of your income tax-deferred, lowering your taxable income and increasing your retirement savings, giving you more financial flexibility and security for the future.
Retirement
Planning
Tax-free retirement plans like Roth IRAs and IUL’s offer benefits such as tax-free withdrawals and protection from market swings. Adding these to a 401(k) can help grow your wealth and increase financial security in retirement, providing more stability and flexibility.
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