LIVING TRUST
Just like a will, a living trust spells out exactly what your desires are with regard to your assets, your dependents, and your heirs. The major difference being a living trust bypasses the costly and time-consuming process of probate.
LIVING TRUST
Just like a will, a living trust spells out exactly what your desires are with regard to your assets, your dependents, and your heirs. The major difference being a living trust bypasses the costly and time-consuming process of probate.
CUSTOMIZED
PLAN FOR YOU
We use our many services to create the perfect plan for our clients.
01
Retirement Planning
Envision your retirement. It’s a time you can do all the things you love but must be financially prepared to do so. Explore how our certified financial planners can help you reach the retirement you envision, or preserve the retirement that you’re in.
02
Retirement Cash Flow Analysis
A common fear amongst baby boomers is running out of money. Life expectancy continues to increase, adding more years in retirement and healthcare costs continue to rise putting many at risk of outliving their assets. Our team has helped many people across the U.S., and here in Ocean Springs, with their retirement planning by creating a strategy to sustain the lifestyle they deserve and meet financial goals.
03
Tax Planning
Planning to reduce taxes is an essential piece of your overall financial plan. There are many different variables to consider, our financial planners pay critical attention to income taxes, capital gains taxes and more during every step of your financial planning process.
Fixed Indexed Annuities
Fixed Index Annuities provide the guarantees of fixed annuities, combined with the opportunity to earn interest based on changes in an external market index. A fixed index annuity may be a good choice if you want the opportunity for accumulation, but don't want to risk losing money in the market.
Long Term Care Insurance
Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings such as your home, a community organization, or other facility.
Social Security Benefits
Our certified financial planners in Ocean Springs help simplify our clients social security benefits, determining how much income they will need to supplement their Social Security monthly income.
Fixed Indexed Universal Life
Protect your family or business no matter what lies ahead with Fixed Indexed Universal Life Insurance, a permanent policy that remains in effect from the day you purchase it until you die, as long as premiums are paid.
Medicare Supplements
Medigap is extra health insurance that you buy from a private company to pay health care costs not covered by Original Medicare, such as co-payments, deductibles, and health care
Living Trust
Just like a will, a living trust spells out exactly what your desires are with regard to your assets, your dependents, and your heirs. The major difference being a living trust bypasses the costly and time-consuming process of probate.
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