"An investment in knowledge pays the best interest."
- Ben Franklin
We are always listening, mindful of the your hopes and dreams. Working with you directly or thru your financial professional, we provide aholistic approach with the goal of protecting your assets, income and lifestyle through Insurance strategies/Living Benefits as part of the broader solution.
With 25 years combined: Long Term Care, Short Term Care and Living Benefits*Designing Long Term Care plans for those who want to protect their assets, income and lifestyles.*Using an independent suite of top tier carriers fulfilling a variety of underwriting needs and plan options.*Featuring hybrid asset based plans; Pension protection Act for annuities; short term at home care.*Special training for specific market solutions - Women, LGBTQ, Seniors/retirement, Young Professionals.*Financial acumen for navigating sophisticated portfolios.
Past SEC 7/65 and 22 licenses *as a stock broker *managed/fee based portfolio*laddered bond portfolios*VP Client Services*Fund of Fund alternative investment;
Stephanie Searle CLTCLiving Benefits Consultant
Providing now for a safer more secure futureHelping safeguard your retirement