WHAT WE DO….
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation and identify your goals. A financial / estate plan is not a one-time event, it is an ongoing process that requires adjustments as your life or goals change.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income...
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At JTS Insurance, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals...
Life Insurance
Life insurance may provide peace of mind for the policyholder that their loved ones will be taken care of financially in the event that they pass away. It can also offer a number of benefits that may make it a valuable tool....
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to our clients by taking an extensive look at your unique mix of assets to integrate all aspects of your wealth into a coordinated strategy.
Tax Strategies
One essential part of preparing for your retirement is determining your tax liability and developing a plan to minimize the amount of taxes you pay. We recommend customizing a retirement strategy that is able to take advantage of any possible tax credits and deductions.
Medicare
While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans...
Schedule Your Complimentary Analysis
*Contact us today to schedule a complimentary consultation to discuss your retirement strategies. If you are interested in Medicare Health Plans, I understand that a licensed agent may contact me regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans.