Achieve your goals by protecting yourself

Protection equipments are not to protect you when you fall, they are tools for you to achieve your goals in life, whether to have retirement money that do not outlive you, to have a healty and happy long life, to ensure your children's future, or to pass your estate to the next generation.

Life Insurance

Protecting the value of what you provide for your family is essential. This includes the income you earn and the value of any benefits you provide.

Long Term Care

You've prepared for retirement. Now what's your plan for care?  Planning now can help you maintain your choices in the future.

Travel Insurance

Peace of mind for those who travel around the world.


Dental Insurance and Vision

Group Health Insurance

Providing health insurance is a major key to keep your employees happy and it's part of the employee benefits

Other Resources for your Retirement Planning

We provide you with some information and links to enhance your knowledge.

SOCIAL SECURITY PLANNING

As you are preparing for  retirement, you may want to take a closer look at your future social security benefits. See if your benefits will be enough to cover your future needs.

MEDICARE PLANNING

Learn more about Medicare so you can plan accordingly.

SUPPLEMENTAL INCOME

Today, individuals earning higher incomes are realizing that social security may not provide enough income to maintain their standard of living. They need to supplement this with additional personal retirement savings. 

2024 Tax Table
2024 Pocket Tax Tables.pdf
Adobe Acrobat document [183.6 KB]
MedicareAndYou2022.pdf
Adobe Acrobat document [3.4 MB]
SocialSecurity_2022.pdf
Adobe Acrobat document [325.2 KB]

 

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Any web site links referenced are being provided strictly as a courtesy. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of  the links provided. The links and materials may have changed since we posted them.

 

Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity
member FINRA & SIPC