Financial Services - Bear Creek, North Carolina, United States
Our practice specializes in working with small businesses and individual families. We have helped over 400 households/businesses with the following services that include but are not limited to:Life Insurance - Term, Universal & Whole LifeRetirement Planning - Pension maximization, IRA/401(k) rollovers & tax favored cash accumulationBusiness Planning - Buy/Sell insurance, Company Owned Life Insurance (COLI) & Key-Person insuranceOur practice is not captive by any one company and this allows us to be highly competitive when markets shift. This also allows us to cater to our clients wants/needs since not one size fits all as in years past. Some of our highly rated companies include but are not limited to:AllianzAmerican GeneralAmericoAtheneFidelity & GuarantyGerber LifeGlobal AtlanticGuggenheim LifeLincoln FinancialOxford LifePrudentialProtective LifeUnited of OmahaVoya Financial