Details of Services Offered:
I specialize in working with people 55 years of age and older to secure their retirement by ensuring that they have the right vehicles for them. This includes but is not limited to mortgage protection, Fianl Expense Protection, Long Term Care Protection, and doing 401k Roll-Overs to help them to keep as much of their hard-earned money and to keep from paying Uncle Sam as much as possible. What makes my services unique?
We believe that the needs of each person are different and unique and it's for that reason that we work with multiple carriers to help you with everything from Mortgage Protection on your very first home all the way to Final Expense Protection to Annuities and 401k Roll-Overs.
The various products we work with are listed below but our job is to make sure that you have the FACTS before making a decision that could affect you for years to come and you will never feel pressured to make the right decision for yourself, your family, or the legacy you want to leave behind, for generations to come.
We have been working with people on their financial services needs now since 1996 and are pleased with the fact that folks from the states of CO, TN, TX, KY, IN, and OH have sought out our assistance in choosing the right plans for them. For some, it may have been as simple as choosing the right Medicare Part D plan and for others it may have been as complex as choosing the right annuity to guarantee that you don't outlive the income from retirement that you worked your entire life for without having to worry about paying the tax man on those earnings at the end of each year.
Some of the companies that we are partnered with include Allianz, Assurant Health, Chesapeake Life, Fortis Health, Humana, Midland National Life, Time, UnitedHealth, Pacificare, World Ins., Investor's Life, and Assurity.
And remember that at TMG, our #1 focus is to help you find the best financial services product to fit YOUR needs.
As Licensed Insurance and Financial Service Agents in six states (TN, IN, TX, OH, & KY, and OK), we have developed an extensive knowledge of just how the Insurance and Financial world really operates. We make ourselves personally available to help you gather the facts and knowledge it takes to make the right decisions when it comes to you and your family’s financial future. Please, feel free to contact us anytime and request a FREE quote and family expense analysis. We look forward to being able to assist you with all of your financial services needs.
We offer a vast range of financial products including the following:
Retirement Needs (Annuities, 401K and Asset Protection)
Life Insurance (Term, Mortgage Protection, Whole-Life, Universal Life & Final Expense)
Medicare Needs (Suppliments, Medicare Advantage and Part-D)
Legal Protection (Identity Theft, Wills)
Health Insurance (Individual, Major Medical, and HSA's) Testimonials:
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