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Retirement Planning

We will help you plan for tomorrow, today.

Because our agents aren’t obliged to sell for any specific company, they will get you thinking about the unforeseen events without the sales pitch you would expect. Our agents are experienced in making the insurance and financial services industries simple enough to understand so you can become confident in your future. Remember, it is never too early to start planning for tomorrow.

Medical Insurance

Medical insurance is generally the first concern people have when they are considering whether or not to leave work. With complex issues attached to retirement planning, our team is qualified to assist you in making decisions for your future and their follow through ensures that you have the coverage you require in the long term.

Financial Services

To have a full and secure retirement, you must also consider how to grow and protect your assets and achieve your financial goals. Whether you have saved money through 401Ks, 403Bs, IRA’s, or pension plans, our team of agents can assist you in making a well informed decision about where to put your money next. Keeping your money in the market can be risky and is not always the most secure plan. Contact us to learn more about safe money places.

Life Insurance and Long Term Care

For many Americans, both Life Insurance and Long Term Care hasn’t been considered yet. Unless you have purchased either of these products when you were younger, they can seem nearly impossible to buy in your senior years. Here at the Senior Planning Center, we are able to identify the best possible scenario to provide coverage from a variety of products into one simple plan.

Legacy

Often times, people are unprepared when unforeseen events occur. It is important to have a plan for your assets. Our agents are often faced with answering questions such as,

"What happens when I get sick or die?"

We are here to help you make decisions that ensure you and your loved ones are protected against these unexpected occurrences. Our agents are uniquely trained to deal with these issues and they will provide you with solutions you can count on.

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