SECURE YOUR FINANCIAL FUTURE
FINANCIAL PROFESSIONAL
An independent advisor under Levinson and Associates licensed in OR, CA, MI, IL, and MT. Our mission is to simplify complex financial topics and provide tailored strategies for retirement, estate planning, and living benefits.
or call +1 (541) 254-1930
LICENSE #21132978
BASED IN MEDFORD, OR
VOTED #1 ON HIS TEAM
HOW WE CAN HELP
Schedule A Call
Why Choose Us?
THE STORY
Secure Your Wealth: Learn How You Can Secure Your Tax-FREE Future
HOW WE CAN HELP
THE POWER OF ANNUITIES
Option 1
GUARANTEED RATE OF RETURN
Dependable Growth
The power of Tax-Deferral
Access to your money
Income you can't outlive
A legacy for your loved ones
Option 2
INCOME FOR LIFE
Lifetime Income Withdrawals from your rider are guaranteed and your withdrawal amount can increase the longer you wait to begin taking income.
NO PROBATE
Your annuity can offer your loved ones a quick source of funds to settle matters after your death. Your beneficiary is guaranteed your annuity’s full Accumulated Value or Minimum Guaranteed Contract Value, whichever is greater
NO MORE WAITING WEEKS
ESTATE PLANNING
Plan for the future with confidence. From wills to trusts, we’ll help you protect your assets, ensure a smooth transition for your loved ones, and discover great tax strategies to keep your hard-earned money.
WHAT OTHERS SAY ABOUT US
HAPPY CUSTOMERS
Happy Customers
Testimonial From Leah
Testimonial from Joe
WHY WE'RE DIFFERENT
Contact Us:
Ready to take the first step toward financial freedom? Get in touch with us today!
Email:
Phone:
+1 (541) 254-1930
Office Hours:
Monday-Friday, 9 AM - 5 PM
GET A FREE CUSTOM QUOTE!
Book a no-cost 1 on 1 discovery call to get your custom quote.
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