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Phone: 888.387.0096
Fax: 937.552.9249
Email: [email protected]

Our Location

45 Robinhood Lane
Troy, OH 45373
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Guarantees and protections provided by insurance producers including annuities are backed by the financial strength and claims paying ability of the issuing insurer. Life insurance agents do not give legal or tax advice. Not affiliated with the Social Security Administration or any other government agency.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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Will your money last as long as you do?

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Will your money last as long
as you do?