Building and Having Your Dream is based on 3 Pillars -- Retirement, Health and Life. Here are a few questions to think about while growing your wealth - savings and health. Let's create a workable blueprint to move your life forward in the direction you dream.

We do the shopping and offer your solutions to meet your life needs. Our goal is to provide you with tools to move your life forward.


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Question: Protection

Life insurance generally falls into two categories: Term life insurance provides protection for a specific period of time (the term), often 10, 20 or 30 years.. Permanent life insurance provides lifelong protection, as long as you pay the premiums. This is a good tool to protect your future from the unexpected.

Question: Health

Do you have the right health insurance for your life goals.  Are you traveling out of state? out of the country?  Are you covered in an emergency? Have you thought about disability insurance in case of an accident? If you need in-home care are you covered?

Question: Retirement

In today's new norm, are you prepared for the "new" retirement?  Have you thought about how to use the existing money you have now to achieve and live a healthy and vibrant retirement?  At what age do you want to retire? 35? 55? 65? 75? Never?