Products and Services We Offer

  • Estate Planning
  • Trust Funding Assistance
  • Complimentary Trust Reviews
  • Business Succession Planning
  • Life Insurance and Annuities
  • Complimentary Reviews of Existing Policies
  • Tax Free Retirement Planning
  • Social Security Maximization
  • College Funding Options - 529 Plans and Coverdell ESA
  • Rollovers – 401K, 403B, 457s, Traditional and Roth IRAs
  • Pay off a mortgage in as little as 7-10 years – Save thousands of dollars in
    interest charges
  • Financial Literacy Workshops (Virtual and In-Person)
  • Notary Services
     
 
 
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Disclaimer:

Insurance products are issued by insurance companies. Estate, Retirement and Financial Educators does not manage, invest, disburse funds or is a fiduciary for contracts issued by insurance companies and does not offer legal or tax advice.