Insurance Services

In a world full of options, we are grateful to be your First Option in handling your Investment and Trust Administration needs. 

We're having our annual May Day Open House, on Friday, April 30, 2021 from 10am - 4pm. We hope you can come by and enjoy: 

Specially Packaged May Day Cupcakes Bouquets and Flower Seed Giveaways (while supplies last) Drawing for Fun Spring Items   and More!

Thank you for the confidence...

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones. Learn how to start planning, with insights around: Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during the estate...

October Is Financial Planning Month Six areas of personal finance to review.

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.1

Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund,...

 

 

September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.

If you don’t have any life insurance, you’re not alone. Life insurance is one of those “someday” things for many people – but the cheapest time to buy it is probably today.

There are two kinds of life insurance: term and permanent. Additionally, there are three kinds of permanent life insurance: whole, universal, and variable.

How...