We provide a variety of insurance products and strategies to meet the needs of our clients.
Fixed and fixed index annuities can offer benefits for retirement including guaranteed retirement income, protection from market downturns, the potential to earn credited interest and more. We work with some of the highest-rated insurers in the industry to ensure that you have reliable and competitive products to meet your needs.
Life insurance is often considered for protection of young families, but it can be just as valuable in creating a tax-advantaged retirement strategy, assuring transfer of wealth to future generations, or protecting and strengthening a small business. We work with a variety of highly-rated insurers offering a range of life insurance products that includes Fixed Indexed Universal Life, Term Life, Universal Life, and more.
Brookstone Capital Management
offers the expertise and customized solutions to help investors build long-term, risk-managed portfolios tailored to meet their unique financial goals.
Social Security Analysis
Social Security is an important aspect of most people’s retirement income picture, but if you don’t have a claiming strategy, you could miss out on tens of thousands or more in lifetime benefits. As a service, we offer a no-cost Social Security Analysis using our powerful software to help you figure out the best time to claim in order to receive the highest possible benefit.