Through our affiliation with Cetera Advisors, LLC, we provide a wide range of diversified financial products. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability, strength and access the world's financial markets and a wealth of investment resources. Below is a detailed list of financial product offerings through Cetera Advisors.
Unit Investment Trusts
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to help achieve goals like buying a house or retiring comfortably.
We have access to a variety of insurance products that can help meet your financial security planning needs. No matter your personal situation—if you’re single or in a family; a professional or a seasonal employee; an executive or small business owner—we will work together to design a customized plan.
In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.
We can help you select coverage from a variety of life insurance options to meet the needs identified in your financial security plan. Life insurance can play a vital role in your financial security plan - contact us today to find out how.
Long-term Care, Disability and Critical Illness insurance
Help protect one of your most valuable assets – your income – from unexpected events through long-term care, disability and critical illness insurance.
Long-term care and disability insurance
Income is important for both current financial obligations (e.g. grocery bills and mortgage payments) and for future financial security (e.g. planning for your children’s education or for retirement). Just think what might happen if you suddenly lost your income stream through a long-term illness or disability.
Long-term care and disability insurance products help protect your ability to earn an income, which can be affected if you are afflicted by a disability or other condition.
I can help you choose the long-term care and disability insurance products that provide advantages like:
I can help you tailor your financial security plan so it protects your income through long-term care and disability insurance. Contact us today to find out how.
Critical illness insurance
Suffering a critical illness is distressing for both you and your family. Help ease the burden through insurance that will reduce financial stresses and can complement disability and life insurance protection needs. By helping pay for the additional expenses often associated with a critical illness or condition, insurance offers you, your family, and if applicable, your business, added financial security—so you can focus on recovery.
Contact us today to determine whether critical illness insurance fits into your financial security plan.
And More . . .
For more information on any of the above investment products and services, please contact us.