Pros​peritas Financial & Insurance Advisors
Planning, preserving and protecting your future
Experience. Integrity. Personal Service.
Our success is driven by providing a no-nonsense approach to smart investing for income, wealth and retirement.
We deliver prompt service tailored to each individual client, while focusing on financial strategies that offer safety
and security in unpredictable times. In addition, we represent multiple life insurance companies to help you secure
the future for those that you love. We specialize in serving state and university employees, business owners, families and individuals. Contact us today to get started!
Our services include:
* Traditional & Roth IRAs.
* IRA & 401K Rollovers.
* SEP IRAs.
* Indexed annuities.
* Pension maximization.
* Tax-free retirement plans.
* Indexed Universal Life.
* Guaranteed lifetime income.
* Buy-sell agreements & funding.
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* Mortgage protection.
* Living benefits life insurance.
* Term life insurance.
* Universal life insurance.
* Whole life insurance.
* Disability insurance.
* Burial plans & final expense.
* Long-term care insurance.
* Guaranteed acceptance life.
Members of Alliance Group.
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