First Responders

We take a stewardship and relationship approach with everyone. Benefits for first responders can be challenging when it comes to preparing for retirement.

For example, many firefighters are not eligible to receive social security and their retirement system is usually their only source of retirement income. As you run towards danger and put your life on the line for others, you need peace of mind that when you finally retire that your retirement plans are secure. As we sit with firemen, police officers, or any other first responders our goal is to assist you in understanding your options in retirement and review your current situation, so if something changes along the way you are prepared. Knowing you options when life throws you a curve ball is a must!

We have answers:

  • Retirement Systems
  • Roth IRAs
  • 401(k) Options
  • Group Life Plans
  • Retirement Calculations
  • Individuals on government disability
  • Individuals or families who want to save or increase savings
  • Families who want to set up their wills, living wills, & trust.*

*We refer your to providers that can help set up your legal plans, but we do not provide tax or legal advice to individuals.