Personal & Business Planning

Life moves quickly. Sometimes it’s hard just keeping up. As with most other things in life, the key to achieving your long-term objectives is planning.

Your personal goals may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. We'll help you crystallize your objectives. More importantly, we'll offer meaningful solutions that will steer you in the right direction.

Your business goals may include offering competitive fringe benefits, developing a solid business continuation plan, or financing a buy-sell agreement. We'll simplify the process and make your job easier so that you can devote more time to the business at hand.

-Jack Watkins, CLU®, ChFC®, REBC®

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.







  • An Affordable Insurance Solution

    A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

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