In addition to comprehensive financial planning and discretionary investment management, we also offer life insurance and annuities though our affiliated licensed life insurance agency. We work with our clients to help meet their life insurance goals, lifetime income security goals, and legacy planning wishes. We are available to build these plans and offer the proper products to meet the needs of our clients. These insurance products include: - term insurance - whole life - universal and variable life - index universal life - multi-year guaranteed annuities - immediate annuities - fixed index annuities - deferred annuities