Funeral Concierge + Life Insurance


1. The reason you purchase Final Expense coverage is not for yourself, it’s to take the “Financial Burden” off your loved ones during a very stressful time.

2. The benefits go to your beneficiary “Income Tax Free”!

3. Your beneficiaries can use any funeral home you or they select!

4. The insurance company check may come direct to your beneficiary, or be assigned by your beneficiary to the Funeral Home!

5. Nursing Homes, Hospitals, and other creditors cannot access your beneficiary’s benefits.

6. YOU can decide and communicate how you want your final arrangements handled.

7. This policy will give “YOU AND YOUR LOvED ONES” Peace of Mind!

8. The Longer you wait, the more it costs!


Accounting Services

Corporate Financial and Personal Tax
"Taxes" and "Fun" in the Same Sentence?
Full-Charge Bookkeeping Services
Let Us Take Your Accounting Headaches Away
Payroll Services
Say goodbye to payroll hassles with professional services

Financial Services

Financial and Tax Planning
A Plan of Action You can make the change. you can take charge of your future. One of the greatest miracles in life is that you can change your life by simply changing your mind.
Final Expense
According to the Federal Trade Commission, “Funerals rank among the most expensive purchases many consumers will ever make.” “Many funerals run well over $10,000.”*
Life Insurance
Understanding life insurance Making life less complicated. Most people know that life insurance can provide their families with a death benefit if the unexpected should happen. But they may not know that it can also be used to meet a number of future pl
Long Term Care Insurance
Use your policy to help cover long-term care expenses and more. Many products today also offer optional features and services, usually for an additional cost, that you can add to your policy for a more customized solution to your planning needs. One e
Retirement Planning
Custom tailored financial planning
Our Blog
Most people are concerned about money matters, but few truly understand how money works.

August 2020