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We streamline SBA loans, small business owner term loans and commercial real estate loans. Let us help you get the best business financing.

In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how

There are two basic types of life insurance: Term life insurance provides affordable, basic life insurance protection for a specified perio

Add more certainty to your retirement savings with a fixed index annuity. Get an annuity quote today.

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as invest

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

It is essential that women seek professional guidance regarding wealth management that adapts to their changing lifestyles over time.

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, they may be able to protect themselv

As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate ta

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some

Is a SEP-IRA Right for Your Business? Not having a plan could be costing you. We have multiple ways to help businesses with 1 - 100

Protecting Your Business from the Loss of a Key Person. Get An Instant Key Man Insurance Quote Now

Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

Small Business Owner Help For New Round of PPP Funding “Second Draw Loans” Available at Jennifer Lang Financial Services. In a recent...

The Bipartisan Emergency COVID Relief Act of 2020 has been summarized outlining $300 billion to the Small Business Administration. When...

Long-term care (LTC) is a variety of services which help meet both the medical and non-medical needs of people with a chronic illness or dis

The greatest wealth transfer in history will continue to unfold over the next 25 years, as Boomer households pass assets to their children a

Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn